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| Provider | Service type | Compensation |
|---|---|---|
GREGORY J SCHWARTZ & COMPANY INC1+ years Filed as: SCHWARTZ & CO. Service code 27 3707 WEST MAPLE ROAD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $29,520 |
PNC BANK, N.A.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $27,196 |
PLANTE & MORAN, PLLC1+ years Service code 16 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Consulting | $5,500 |
CLAYTON & MCKERVEY PC1+ years Filed as: CLAYTON & MCKERVEY Service code 10 · EIN 38-2383796 | Accounting | $5,225 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Sub-transfer ag... | $2,290 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,199 | $88,324+71.2% | $115,038+31.4% | $55,191+174.0% |
| Participation rate | 84.1% | 72.5%+11.6pp | 81.4%+2.8pp | 69.2%+15.0pp |
| Annual return | 6.34% | 6.30%0pp | 26.14%-19.8pp | 10.78%-4.4pp |
| Employer contribution / active EE | $7,328 | $2,805+161.3% | $4,608+59.0% | $1,899+286.0% |
| Participant deferral / active EE | $8,466 | $5,042+67.9% | $6,026+40.5% | $3,046+177.9% |
| Admin fee / account holder | $110 | $105+4.7% | $8,175-98.7% | $91+21.5% |