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| Provider | Service type | Compensation |
|---|---|---|
STUDIO MECHANICS LOCAL 4762+ years Service code 15 · EIN 36-2088664 | Recordkeeping | $45,869 |
WAMPLER & ASSOCIATES, LLC2+ years Service code 10 · EIN 32-0106897 | Accounting | $28,390 |
COMERICA BANK2+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $10,158 |
FGMK, LLC2+ years Service code 10 · EIN 36-2929601 | Accounting | $9,736 |
Filed as: STRATEGIC CAPITAL INVESTMENT Service code 27 · EIN 36-4268991 | Advisory (Plan) | $9,338 |
STEWART C. MILLER & CO., INC.2+ years Filed as: STEWART C. MILLER Service code 15 · EIN 35-1820020 | Recordkeeping | $9,000 |
PNC BANK, N.A.2+ years Filed as: PNC Service code 27 · EIN 22-1146430 | Advisory (Plan) | $7,008 |
Filed as: MESIROW INSURANCE Service code 23 · EIN 36-3429604 | Insurance services; Direct payment fr... | $5,261 |
Filed as: JACOBS BURNS ORLOVE & HERNANDEZ Service code 29 · EIN 36-2425981 | Legal | $4,077 |
Annual investment return 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 | $0 | $34,495-100.0% | $78,676-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 60.8%-60.8pp | 73.6%-73.6pp | 71.1%-71.1pp |
| Annual return | 5.79% | 11.62%-5.8pp | 62.19%-56.4pp | 48.65%-42.9pp |
| Employer contribution / active EE | $1,421 | $1,398+1.7% | $2,850-50.1% | $2,182-34.9% |
| Participant deferral / active EE | $0 | $2,100-100.0% | $3,517-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $4,510-100.0% | $70-100.0% |