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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLER FINANCIAL SERVICES, LLC Service code 27 · EIN 14-1861627 801 W MICHIGAN AVE · MARSHALL, MI 49068 | Advisory (Plan) | $20,222 |
TIAA4 years Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Plan Administrator | $17,629 |
Filed as: FLEXIBLE PLAN INVESTMENTS, LTD Service code 27 · EIN 38-2340348 3883 TELEGRAPH RD 100 · BLOOMFIELD, MI 48302 | Advisory (Plan) | $13,937 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,851 | $69,774-11.4% | $67,575-8.5% | $74,459-16.9% |
| Participation rate | 88.8% | 71.4%+17.4pp | 72.9%+15.9pp | 67.2%+21.6pp |
| Annual return | 11.11% | -40.53%+51.6pp | 3528.98%-3517.9pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $1,103 | $2,710-59.3% | $2,736-59.7% | $2,626-58.0% |
| Participant deferral / active EE | $2,630 | $3,636-27.7% | $4,003-34.3% | $4,350-39.5% |
| Admin fee / account holder | $136 | $890-84.7% | $3,993-96.6% | $1,945-93.0% |