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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 | $95,072 |
BULTYNCK & CO., P.L.L.C.4+ years Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $13,675 |
ULLICO2 years Filed as: UNION SERVICES AGENCY Service code 23 · EIN 38-3297465 119 PERE MARQUETTE · LANSING, MI 48912 | Insurance services; Direct payment fr... | $7,852 |
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 | $65,309 | $75,388-13.4% | $123,553-47.1% | $55,725+17.2% |
| Participation rate | 99.7% | 75.7%+24.1pp | 82.3%+17.4pp | 70.9%+28.9pp |
| Annual return | -5.44% | 4.48%-9.9pp | 119.21%-124.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $7,843 | $3,063+156.0% | $4,628+69.5% | $2,078+277.4% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $654 | $120+446.1% | $9,284-93.0% | $115+467.8% |