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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN1+ years Service code 29 · EIN 36-2498571 | Legal | $31,624 |
QUORUM CONSULTING GROUP1+ years Service code 15 · EIN 37-1331544 | Recordkeeping | $17,322 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $13,500 |
COMERICA BANK1+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $8,505 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,744 | $50,498-23.3% | $75,784-48.9% | $55,191-29.8% |
| Participation rate | 87.1% | 69.4%+17.7pp | 75.8%+11.3pp | 69.2%+17.9pp |
| Annual return | -0.09% | 1.80%-1.9pp | 9.68%-9.8pp | 10.78%-10.9pp |
| Employer contribution / active EE | $1,981 | $2,291-13.5% | $3,323-40.4% | $1,899+4.3% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $276 | $123+124.6% | $5,300-94.8% | $91+204.4% |