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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 | $121,217 |
BULTYNCK & CO., P.L.L.C.3+ years Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $12,880 |
ULLICO1 year Filed as: UNION SERVICES AGENCY Service code 23 · EIN 38-3297465 119 PERE MARQUETTE · LANSING, MI 48912 | Insurance services | $9,832 |
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 | $68,813 | $155,795-55.8% | $136,298-49.5% | $69,631-1.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.37% | 232464.33%-232451.0pp | 5156.27%-5142.9pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $7,904 | $2,991+164.3% | $4,696+68.3% | $2,032+289.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $670 | $128+422.8% | $9,244-92.7% | $110+507.1% |