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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $264,450 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $215,000 |
CHRISTINA MADERICH2+ years Filed as: CHRISTINA MILLS-TURKALY Service code 30 · EIN 38-2749515 P O BOX 71337 · MADISON HEIGHTS, MI 48071 | Employee (plan); Direct payment from ... | $75,500 |
E CRAIG YOUNG2+ years Service code 30 · EIN 38-2749515 P O BOX 71337 · MADISON HEIGHTS, MI 48071 | Direct payment from the plan; Employe... | $71,851 |
SAMUEL GOLDSTEIN & CO PC1 year Filed as: SAMUEL LUKAS Service code 30 · EIN 38-2749515 P O BOX 71337 · MADISON HEIGHTS, MI 48071 | Direct payment from the plan; Employe... | $48,100 |
MCCLAIN SMITH & WENZ PC2+ years Service code 10 · EIN 38-3382520 6915 ROCHESTER RD 100 · TROY, MI 48085 | Accounting | $32,288 |
Service code 29 1423 E TWELVE MILE RD · MADISON HEIGHTS, MI 48071 | Legal | $25,532 |
SOLXSYS ADMINISTRATIVE SOLUTIONS2+ years Service code 15 56 NEW KING ST · TROY, MI 48098 | Recordkeeping | $23,617 |
AUXIOM2+ years Service code 15 929 W. UNIVERSITY DR,200 · ROCHESTER, MI 48307 | Recordkeeping | $12,749 |
BENESYS, INC.2+ years Filed as: BENESYS INC Service code 15 · EIN 38-2383171 700 TOWER DR · TROY, MI 48098 | Recordkeeping | $7,182 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,492 | $86,936+72.0% | $102,437+45.9% | $99,313+50.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 74.5%+25.5pp | 71.7%+28.3pp |
| Annual return | 12.48% | 14.99%-2.5pp | 24.95%-12.5pp | 17.67%-5.2pp |
| Employer contribution / active EE | $5,435 | $3,925+38.5% | $3,871+40.4% | $3,264+66.5% |
| Participant deferral / active EE | $3,531 | $3,825-7.7% | $5,060-30.2% | $5,346-33.9% |
| Admin fee / account holder | $179 | $140+27.3% | $8,388-97.9% | $109+63.6% |