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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 90-0532398 | Accounting | $125,000 |
FIRST BANK3+ years Filed as: NORTHERN MICHIGAN BANK Service code 19 · EIN 38-2641378 | Securities Custodian | $49,790 |
ANDCO CONSULTING1 year Service code 27 · EIN 59-3676225 | Advisory (Plan) | $34,000 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART ABOERNER VAN DEUREN S.C. Service code 29 · EIN 59-1126909 | Legal | $31,424 |
UNITED ACTUARIAL SERVCIES3+ years Service code 11 · EIN 35-2156428 | Actuarial | $17,300 |
Service code 10 · EIN 38-2284921 | Accounting | $13,350 |
ANDERSON, TACKMAN & COMPANY, PLC3+ years Service code 10 · EIN 38-1977929 | Accounting | $7,554 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 14.84% | 12.23%+2.6pp | 10.36%+4.5pp | 13.95%+0.9pp |
| Employer contribution / active EE | $16,458 | $18,059-8.9% | $37,738-56.4% | $16,598-0.8% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |