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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $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 commissions and ... | $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 | $98,273-41.2% | $150,734-61.6% | $85,660-32.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.4%+21.6pp | 74.8%+25.2pp |
| Annual return | 8.81% | 7.62%+1.2pp | 600.81%-592.0pp | 19.52%-10.7pp |
| Employer contribution / active EE | $2,067 | $5,764-64.1% | $4,918-58.0% | $4,199-50.8% |
| Participant deferral / active EE | $855 | $1,439-40.6% | $5,610-84.8% | $3,518-75.7% |
| Admin fee / account holder | $201 | $226-10.8% | $14,905-98.7% | $224-10.2% |