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| Provider | Service type | Compensation |
|---|---|---|
STUDIO MECHANICS LOCAL 4763+ years Service code 15 · EIN 36-2088664 | Recordkeeping | $54,455 |
TED WINDSOR & ASSOCIATES3+ years Service code 11 · EIN 36-4374704 | Actuarial | $44,987 |
WAMPLER & ASSOCIATES, LLC3+ years Service code 10 · EIN 32-0106897 | Accounting | $28,059 |
COMERICA BANK3+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $19,674 |
Service code 27 | Advisory (Plan) | $18,148 |
FGMK, LLC3+ years Service code 10 · EIN 36-2929601 | Accounting | $13,695 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 27 · EIN 22-1146430 | Advisory (Plan) | $13,391 |
Filed as: MESIROW INSURANCE SERVICE INC Service code 23 · EIN 36-3429604 | Direct payment from the plan; Insuran... | $5,670 |
Filed as: JACOB BURNS ORLOVE & HERNANDES Service code 29 · EIN 36-2425981 | Legal | $4,055 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $256,121-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 0.0%0pp |
| Annual return | 13.34% | 17.84%-4.5pp | 9.60%+3.7pp | 17.84%-4.5pp |
| Employer contribution / active EE | $4,400 | $14,688-70.0% | $45,595-90.3% | $14,688-70.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $255-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,523-100.0% | - |