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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN CHASE BANK Service code 18 · EIN 13-4994650 | Custodial (other than securities) | $39,137 |
PLANTE & MORAN, PLLC4+ years Service code 10 · EIN 38-1359751 | Accounting | $20,910 |
BUSINESS APPRAISAL SERVICES, LLC4+ years Service code 34 · EIN 20-1218923 | Valuation (appraisals, etc.) | $14,653 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $14,380 |
FOSTER SWIFT COLLINS & SMITH3 years Service code 29 · EIN 38-1904703 | Legal | $2,545 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,839 | $56,443+43.2% | $83,831-3.6% | $55,725+45.1% |
| Participation rate | 98.7% | 72.0%+26.7pp | 76.1%+22.6pp | 70.9%+27.9pp |
| Annual return | 32.56% | 393.67%-361.1pp | 850.99%-818.4pp | 244.93%-212.4pp |
| Employer contribution / active EE | $6,696 | $2,682+149.7% | $3,631+84.4% | $2,078+222.2% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $111 | $156-28.6% | $5,479-98.0% | $115-3.2% |