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| Provider | Service type | Compensation |
|---|---|---|
SECURE ASSET MANAGEMENT3 years Service code 27 · EIN 14-1996228 2565 W MAPLE RD · TROY, MI 48084 | Advisory (Plan) | $39,840 |
Filed as: CBIZ Service code 15 345 DIVERSION ST · ROCHESTER, MA 48307 | Recordkeeping | $27,037 |
Filed as: WATKINS, PAWLICK, CALATI & PRIFTI Service code 29 1423 EAST 12 MILE ROAD · MADISON HEIGHTS, MI 48071 | Legal | $21,983 |
Filed as: WRUBEL, WESLEY & COMPANY Service code 10 100 E BIG BEAVER ROAD · TROY, MI 48083 | Accounting | $6,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,118 | $89,435-7.1% | $164,975-49.6% | $77,714+7.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 13.35% | 28.82%-15.5pp | 70.12%-56.8pp | 31.26%-17.9pp |
| Employer contribution / active EE | $1,830 | $2,563-28.6% | $4,343-57.9% | $2,727-32.9% |
| Participant deferral / active EE | $967 | $4,901-80.3% | $6,033-84.0% | $4,649-79.2% |
| Admin fee / account holder | $307 | $340-9.6% | $12,688-97.6% | $433-29.2% |