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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.10+ years Service code 10 · EIN 38-6058023 | Accounting | $121,888 |
Filed as: GRAYSTONE CONSULTING GROUP Service code 27 101 W. BIG BEAVER SUITE #1200 · TROY, MI 48084 | Advisory (Plan) | $25,000 |
Filed as: NOVARA, TESIJA, CATENACCI, MCDONALD Service code 29 · EIN 38-3507129 | Legal | $23,347 |
Filed as: WASHINGTON INSURANCE GROUP Service code 22 1101 30TH STREET N.W #500 · WASHINGTON, DC 20007 | Insurance Broker | $22,873 |
Service code 10 · EIN 38-2574238 | Accounting | $15,250 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
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.
Employer 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 | $144,156 | $89,123+61.7% | $102,460+40.7% | $77,762+85.4% |
| Participation rate | 67.0% | 80.9%-13.9pp | 76.5%-9.5pp | 70.6%-3.6pp |
| Annual return | 14.98% | 25.05%-10.1pp | 29.47%-14.5pp | 31.27%-16.3pp |
| Employer contribution / active EE | $726 | $2,700-73.1% | $3,025-76.0% | $2,728-73.4% |
| Participant deferral / active EE | $1,462 | $5,148-71.6% | $5,056-71.1% | $4,651-68.6% |
| Admin fee / account holder | $475 | $236+101.4% | $9,460-95.0% | $433+9.7% |