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| Provider | Service type | Compensation |
|---|---|---|
MORRIS, KALISH + WALGREN, PC4 years Service code 10 · EIN 38-2182462 26877 NORTHWESTN HWY 200 · SOUTHFIELD, MI 48033 | Accounting | $11,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $71,171 | $136,791-48.0% | $133,978-46.9% | - |
| Participation rate | 68.7% | 70.8%-2.1pp | 79.8%-11.2pp | - |
| Annual return | 21.56% | 9.25%+12.3pp | 45.10%-23.5pp | - |
| Employer contribution / active EE | $0 | $2,431-100.0% | $3,919-100.0% | - |
| Participant deferral / active EE | $1,759 | $3,586-50.9% | $5,047-65.1% | - |
| Admin fee / account holder | $116 | $8,409-98.6% | $8,930-98.7% | - |