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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 49 · EIN 04-1590850 | Other Services | $9,906 |
THE MICHIGAN PENSION GROUP, INC.3+ years Service code 13 · EIN 38-2781642 | Contract Administrator | $3,053 |
Filed as: THE MIDWEST PENSION GROUP Service code 13 · EIN 38-2781642 | Contract Administrator | $365 |
AARON H. KIM3+ years Filed as: AARON J SNIDER Service code 53 5141 GATEWAY CTR STE 400 · FLINT, MI 48507 | Insurance Commissions | $0 |
AMANDA SNIDER DOREN3+ years Service code 53 5141 GATEWAY CTR STE 400 · FLINT, MI 48507 | Insurance Commissions | $0 |
AMERICAN FUNDS3+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARBARA GILL1 year Service code 53 924 CENTENNIAL WAY SE 480 · LANSING, MI 48917 | Insurance Commissions | $0 |
E CRAIG YOUNG3+ years Filed as: CRAIG L MILLER Service code 53 924 CENTENNIAL WAY STE 480 · LANSING, MI 48917 | Insurance Commissions | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON2 years Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,141 | $62,928-93.4% | $172,753-97.6% | $67,582-93.9% |
| Participation rate | 44.1% | 64.5%-20.3pp | 82.6%-38.5pp | 71.3%-27.2pp |
| Annual return | 23.85% | 30.36%-6.5pp | 803.00%-779.2pp | 378.57%-354.7pp |
| Employer contribution / active EE | $141 | $1,636-91.4% | $5,144-97.3% | $2,148-93.4% |
| Participant deferral / active EE | $702 | $2,145-67.3% | $5,198-86.5% | $3,539-80.2% |
| Admin fee / account holder | $65 | $167-61.1% | $13,956-99.5% | $142-54.5% |