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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROOFERS UNION LO. 70 BENEFIT FUNDS Service code 49 P.O. BOX 766 · HOWELL, MI 488440766 | Other Services | $109,015 |
BULTYNCK & CO., P.L.L.C.1+ years Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $12,900 |
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 | $56,967 | $88,324-35.5% | $115,038-50.5% | $55,191+3.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | 1.50% | 6.30%-4.8pp | 26.14%-24.6pp | 10.78%-9.3pp |
| Employer contribution / active EE | $6,020 | $2,805+114.6% | $4,608+30.6% | $1,899+217.0% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $644 | $105+511.3% | $8,175-92.1% | $91+609.6% |