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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN2+ years Service code 29 · EIN 36-2498571 | Legal | $25,982 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $17,383 |
QUORUM CONSULTING GROUP2+ years Service code 15 · EIN 37-1331544 | Recordkeeping | $16,745 |
COMERICA BANK2+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $3,278 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,297 | $57,921-27.0% | $84,753-50.1% | $57,658-26.6% |
| Participation rate | 86.1% | 72.9%+13.2pp | 76.6%+9.6pp | 70.2%+15.9pp |
| Annual return | 6.91% | 10.24%-3.3pp | 22.78%-15.9pp | 5.13%+1.8pp |
| Employer contribution / active EE | $2,214 | $2,598-14.8% | $3,574-38.1% | $1,974+12.2% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $255 | $130+96.8% | $5,333-95.2% | $95+170.0% |