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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 | $112,281 |
BULTYNCK & CO., P.L.L.C.5+ years Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $12,925 |
ULLICO3 years Filed as: UNION SERVICES AGENCY Service code 23 · EIN 38-3297465 119 PERE MARQUETTE · LANSING, MI 48912 | Direct payment from the plan; Insuran... | $7,911 |
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 | $76,067 | $88,122-13.7% | $141,191-46.1% | $67,579+12.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 17.37% | 75.40%-58.0pp | 71.41%-54.0pp | 378.56%-361.2pp |
| Employer contribution / active EE | $8,659 | $3,224+168.5% | $4,736+82.8% | $2,148+303.2% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $564 | $131+330.8% | $10,264-94.5% | $142+296.3% |