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| Provider | Service type | Compensation |
|---|---|---|
DILLON AND ASSOCIATES3+ years Filed as: DILLON & ASSOCIATES Service code 27 · EIN 38-2772510 PO BOX 1347 · JACKSON, MI 49204 | Advisory (Plan) | $7,039 |
CURTIS, CURTIS & BRELINSKI, P.C.3+ years Service code 15 · EIN 38-1956016 PO BOX 766 · JACKSON, MI 49204 | Recordkeeping | $6,670 |
FIRST CLEARING LLC3+ years Filed as: FIRST CLEARING Service code 27 · EIN 23-2384840 6333 N. STATE HWY 1614TH FL · IRVING, TX 75038 | Advisory (Plan) | $4,206 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,030 | $67,606-51.1% | $82,313-59.9% | $70,124-52.9% |
| Participation rate | 60.4% | 72.8%-12.3pp | 76.9%-16.5pp | 69.5%-9.1pp |
| Annual return | 21.32% | 21.57%-0.2pp | 25.88%-4.6pp | 73.14%-51.8pp |
| Employer contribution / active EE | $556 | $1,755-68.3% | $2,428-77.1% | $2,342-76.3% |
| Participant deferral / active EE | $1,073 | $2,987-64.1% | $3,706-71.0% | $3,332-67.8% |
| Admin fee / account holder | $161 | $4,512-96.4% | $5,608-97.1% | $4,645-96.5% |