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| Provider | Service type | Compensation |
|---|---|---|
DOVE, HICKEY & BOSWELL, PLC2+ years Service code 34 · EIN 57-1225176 415 S. JACKSON · JACKSON, MI 49201 | Valuation (appraisals, etc.) | $11,000 |
CURTIS, CURTIS & BRELINSKI, P.C.2+ years Service code 15 · EIN 38-1956016 PO BOX 766 · JACKSON, MI 49204 | Recordkeeping | $10,259 |
DILLON AND ASSOCIATES2+ years Filed as: DILLON & ASSOCIATES Service code 27 · EIN 38-2772510 PO BOX 1347 · JACKSON, MI 49204 | Advisory (Plan) | $8,838 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $24,709 | $60,349-59.1% | $74,184-66.7% | $62,881-60.7% |
| Participation rate | 61.7% | 72.7%-11.0pp | 76.6%-14.9pp | 69.3%-7.6pp |
| Annual return | 1.94% | 21.38%-19.4pp | 17.74%-15.8pp | 20.14%-18.2pp |
| Employer contribution / active EE | $510 | $1,680-69.6% | $2,370-78.5% | $2,281-77.6% |
| Participant deferral / active EE | $1,019 | $2,856-64.3% | $3,550-71.3% | $3,203-68.2% |
| Admin fee / account holder | $482 | $4,261-88.7% | $5,586-91.4% | $4,296-88.8% |