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| Provider | Service type | Compensation |
|---|---|---|
NOVARA, TESIJA & CATENACCI, PLLC2+ years Filed as: NOVARA, TESIJA P.L.L.C. Service code 29 · EIN 38-3507129 | Legal | $35,968 |
DISABATO ADVISERS, LLC2+ years Filed as: DISABATO ADVISORS LLC Service code 27 525 W. MONROE ST. SUITE #560 · CHICAGO, IL 60661 | Advisory (Plan) | $21,500 |
BENESYS, INC.2+ years Filed as: BENESYS INC. Service code 13 · EIN 38-6058023 | Contract Administrator | $17,292 |
Service code 10 · EIN 38-2574238 | Accounting | $8,800 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 28 · EIN 68-0370668 | Investment Management | $5,360 |
STATE STREET GLOBAL ADVISORS2+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $3,399 |
COMERICA BANK2+ years Filed as: COMERICA Service code 28 · EIN 38-0477375 | Investment Management | $2,119 |
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 | $24,346 | $57,921-58.0% | $84,753-71.3% | $57,658-57.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 9.39% | 10.24%-0.9pp | 22.78%-13.4pp | 5.13%+4.3pp |
| Employer contribution / active EE | $1,128 | $2,598-56.6% | $3,574-68.5% | $1,974-42.9% |
| Participant deferral / active EE | $135 | $2,742-95.1% | $3,712-96.4% | $3,061-95.6% |
| Admin fee / account holder | $122 | $130-5.7% | $5,333-97.7% | $95+29.4% |