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| Provider | Service type | Compensation |
|---|---|---|
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART PARTNERS Service code 28 · EIN 39-1711628 | Investment Management | $80,050 |
ARNOLD & KADJAN2+ years Filed as: ARNOLD, NEWBOLD, WINTER, JACKSON,PC Service code 29 · EIN 43-1174269 | Legal | $39,000 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $37,257 |
COMERICA BANK2+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $23,697 |
EMPLOYEE FRINGES AUDIT COMPANY2+ years Service code 10 · EIN 42-1122328 | Accounting | $18,700 |
LWBJ, LLP2+ years Service code 10 · EIN 42-1462849 | Accounting | $11,200 |
BENEFITS MANAGEMENT GROUP, INC.2+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 14 · EIN 20-0188125 | Plan Administrator | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,358 | $80,354-56.0% | $133,975-73.6% | $63,975-44.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 5.82% | 13.11%-7.3pp | 29.29%-23.5pp | 48.65%-42.8pp |
| Employer contribution / active EE | $2,238 | $3,503-36.1% | $5,211-57.1% | $2,182+2.6% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $123 | $69+76.9% | $9,324-98.7% | $70+74.0% |