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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NOVARA, TESJIA, CATENACCI Service code 29 · EIN 38-3507129 | Legal | $54,259 |
COMERICA BANK4 years Service code 28 · EIN 38-0477375 | Investment Management | $19,266 |
BENESYS, INC.4 years Filed as: BENESYS Service code 13 · EIN 38-6058023 | Contract Administrator | $18,558 |
MEKETA INVESTMENT GROUP3 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $12,542 |
Service code 10 · EIN 38-2574238 | Accounting | $9,100 |
MARQUETTE ASSOCIATES1 year Service code 27 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $6,667 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,853 | $88,770-66.4% | $109,173-72.7% | $93,010-67.9% |
| Participation rate | 97.1% | 81.5%+15.6pp | 75.9%+21.2pp | 73.9%+23.2pp |
| Annual return | 13.96% | 60.64%-46.7pp | 25.75%-11.8pp | 158.70%-144.7pp |
| Employer contribution / active EE | $1,503 | $3,780-60.2% | $3,723-59.6% | $2,705-44.4% |
| Participant deferral / active EE | $156 | $3,630-95.7% | $4,654-96.7% | $4,561-96.6% |
| Admin fee / account holder | $124 | $172-27.8% | $6,755-98.2% | $152-17.9% |