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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NOVARA, TESJIA, CATENACCI Service code 29 · EIN 38-3507129 | Legal | $51,074 |
MEKETA INVESTMENT GROUP2 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $21,500 |
BENESYS, INC.3 years Filed as: BENESYS Service code 13 · EIN 38-6058023 | Contract Administrator | $19,123 |
COMERICA BANK3 years Service code 28 · EIN 38-0477375 | Investment Management | $16,223 |
Service code 10 · EIN 38-2574238 | Accounting | $8,850 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,429 | $91,517-65.7% | $101,275-69.0% | $73,412-57.2% |
| Participation rate | 99.3% | 73.8%+25.5pp | 75.8%+23.5pp | 72.2%+27.1pp |
| Annual return | 7.37% | 17.17%-9.8pp | 46.48%-39.1pp | 59.30%-51.9pp |
| Employer contribution / active EE | $1,136 | $2,877-60.5% | $3,660-69.0% | $2,234-49.1% |
| Participant deferral / active EE | $129 | $3,338-96.1% | $4,371-97.1% | $3,806-96.6% |
| Admin fee / account holder | $148 | $216-31.3% | $5,948-97.5% | $158-6.1% |