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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 | $119,486 |
BULTYNCK & CO., P.L.L.C.2+ years Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $13,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,076 | $80,177-27.6% | $123,894-53.1% | $57,658+0.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 3.47% | 17.90%-14.4pp | 47.52%-44.1pp | 5.13%-1.7pp |
| Employer contribution / active EE | $7,227 | $2,913+148.1% | $4,617+56.5% | $1,974+266.1% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $624 | $106+486.5% | $8,357-92.5% | $95+559.6% |