Filed October 8, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 38-1357951 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $172,692 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 13-3213911 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $10,900 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,438 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,942 | $102,389+18.1% | $100,528+20.3% | $90,274+34.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.4%+8.1pp | 73.4%+14.2pp |
| Annual return | 17.43% | 22.50%-5.1pp | 30.90%-13.5pp | 53.97%-36.5pp |
| Employer contribution / active EE | $1,329 | $3,056-56.5% | $3,419-61.1% | $2,523-47.3% |
| Participant deferral / active EE | $9,057 | $7,514+20.5% | $6,271+44.4% | $4,231+114.1% |
| Admin fee / account holder | $121 | $83+45.0% | $8,084-98.5% | $114+5.8% |