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| Provider | Service type | Compensation |
|---|---|---|
STUDIO MECHANICS LOCAL 4764+ years Service code 15 · EIN 36-2088664 | Recordkeeping | $53,033 |
WAMPLER & ASSOCIATES, LLC4+ years Service code 10 · EIN 32-0106897 | Accounting | $33,288 |
COMERICA BANK4+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $16,226 |
FGMK, LLC4+ years Service code 10 · EIN 36-2929601 | Accounting | $10,241 |
Filed as: STRATEGIC CAPITAL INVESTMENT Service code 27 · EIN 36-4268991 | Advisory (Plan) | $9,625 |
STEWART C. MILLER & CO., INC.4+ years Filed as: STEWART C. MILLER Service code 15 · EIN 35-1820020 | Recordkeeping | $9,000 |
PNC BANK, N.A.4+ years Filed as: PNC Service code 27 · EIN 22-1146430 | Advisory (Plan) | $7,020 |
Filed as: JACOBS BURNS ORLOVE & HERNANDEZ Service code 29 · EIN 36-2425981 | Legal | $6,647 |
Filed as: MESIROW INSURANCE Service code 23 · EIN 36-3429604 | Direct payment from the plan; Insuran... | $5,997 |
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 | $9,316 | $37,884-75.4% | $79,467-88.3% | $75,289-87.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 72.4%+27.6pp |
| Annual return | -2.42% | 1.06%-3.5pp | 718.30%-720.7pp | -0.04%-2.4pp |
| Employer contribution / active EE | $1,522 | $1,680-9.4% | $2,800-45.7% | $2,405-36.7% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,704-100.0% | $3,739-100.0% |
| Admin fee / account holder | $71 | $77-6.7% | $5,104-98.6% | $102-30.1% |