Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Sales loads (front... | $79,101 |
BENESYS, INC.8+ years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $32,342 |
ASHER KELLY6 years Filed as: ASHERKELLY Service code 29 · EIN 84-3379113 | Legal | $26,281 |
MARINER LLC1 year Filed as: MARINER Service code 27 · EIN 59-3676225 | Advisory (Plan) | $25,000 |
WHITINGER & COMPANY LLC8+ years Service code 10 · EIN 35-0905017 | Accounting | $23,500 |
Service code 38 · EIN 35-1776725 | Participant Communication | $14,032 |
Service code 10 22260 HAGGERTY ROAD STE 350 · NORTHVILLE, MI 48167 | Accounting | $5,405 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,826 | $98,776-41.5% | $119,126-51.5% | $89,670-35.5% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 8.81% | 9.25%-0.4pp | 282.11%-273.3pp | 19.66%-10.9pp |
| Employer contribution / active EE | $2,067 | $5,802-64.4% | $4,034-48.7% | $4,041-48.8% |
| Participant deferral / active EE | $855 | $1,748-51.1% | $5,318-83.9% | $3,962-78.4% |
| Admin fee / account holder | $201 | $230-12.7% | $10,693-98.1% | $352-42.8% |