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| Provider | Service type | Compensation |
|---|---|---|
STUDIO MECHANICS LOCAL 4763+ years Service code 15 · EIN 36-2088664 | Recordkeeping | $51,219 |
WAMPLER & ASSOCIATES, LLC3+ years Service code 10 · EIN 32-0106897 | Accounting | $27,826 |
Filed as: STRATEGIC CAPITAL INVESTMENT Service code 27 · EIN 36-4268991 | Advisory (Plan) | $13,125 |
FGMK, LLC3+ years Service code 10 · EIN 36-2929601 | Accounting | $10,030 |
COMERICA BANK3+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $9,804 |
STEWART C. MILLER & CO., INC.3+ years Filed as: STEWART C. MILLER Service code 15 · EIN 35-1820020 | Recordkeeping | $9,000 |
PNC BANK, N.A.3+ years Filed as: PNC Service code 27 · EIN 22-1146430 | Advisory (Plan) | $7,291 |
Filed as: JACOBS BURNS ORLOVE & HERNANDEZ Service code 29 · EIN 36-2425981 | Legal | $6,888 |
Filed as: MESIROW INSURANCE Service code 23 · EIN 36-3429604 | Direct payment from the plan; Insuran... | $5,670 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,128 | $41,256-77.9% | $86,582-89.5% | $77,958-88.3% |
| Participation rate | 99.6% | 63.0%+36.6pp | 73.5%+26.1pp | 71.6%+28.0pp |
| Annual return | 10.34% | 17.67%-7.3pp | 965.08%-954.7pp | 20.87%-10.5pp |
| Employer contribution / active EE | $1,712 | $1,613+6.2% | $2,839-39.7% | $2,310-25.9% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $3,609-100.0% | $3,537-100.0% |
| Admin fee / account holder | $78 | $71+9.6% | $4,904-98.4% | $97-20.3% |