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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK1+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $145,805 |
J.P. BURKE1+ years Filed as: J. BURKE Service code 14 · EIN 36-4108124 | Plan Administrator | $104,171 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $92,171 |
Filed as: BAUM SIGMAN Service code 29 · EIN 36-2744057 | Legal | $86,520 |
B. CHAPIN1+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $78,700 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $61,719 |
ROBERTS & HOLLAND1+ years Filed as: L. ROBERTS Service code 30 · EIN 36-4108124 | Employee (plan) | $57,575 |
S. MONAHAN1+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $52,876 |
M. BURRIS1+ years Service code 30 · EIN 36-4108124 | Employee (plan) | $45,764 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING Service code 16 · EIN 36-3555078 | Consulting | $45,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,639 | $48,096+34.4% | $75,784-14.7% | $67,505-4.2% |
| Participation rate | 97.8% | 86.8%+11.1pp | 75.8%+22.0pp | 71.2%+26.6pp |
| Annual return | 0.07% | 0.30%-0.2pp | 9.68%-9.6pp | 6.52%-6.5pp |
| Employer contribution / active EE | $4,272 | $2,549+67.6% | $3,323+28.5% | $2,173+96.6% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,652-100.0% | $3,597-100.0% |
| Admin fee / account holder | $215 | $82+161.7% | $5,300-95.9% | $56+282.5% |