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| Provider | Service type | Compensation |
|---|---|---|
BULTYNCK & CO., P.L.L.C.2 years Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $13,975 |
ASHER KELLY2 years Filed as: ASHER KELLY LAW Service code 29 · EIN 84-3379113 25800 NORTHWESTERN HWY · SOUTHFIELD, MI 48075 | Legal | $10,778 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Direct payment from the plan; Insuran... | $7,855 |
JAMES A. REICHERT1 year Filed as: JAMES D NAIDA PC Service code 29 32100 TELEGRAPH RD ST 211 · BINGHAM FARMS, MI 48025 | Legal | $6,762 |
Filed as: BENDA, GRACE, STULZ & COMPANY PC Service code 10 38800 VAN DYKE AVE · STERLING HEIGHTS, MI 48312 | Accounting | $5,840 |
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 | $96,253 | $83,023+15.9% | $102,437-6.0% | $77,762+23.8% |
| Participation rate | 99.3% | 71.5%+27.7pp | 74.5%+24.8pp | 70.6%+28.7pp |
| Annual return | 11.52% | 19.12%-7.6pp | 24.95%-13.4pp | 31.27%-19.7pp |
| Employer contribution / active EE | $10,127 | $3,552+185.1% | $3,871+161.6% | $2,728+271.2% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $649 | $639+1.5% | $8,388-92.3% | $433+49.8% |