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| Provider | Service type | Compensation |
|---|---|---|
BULTYNCK & CO., P.L.L.C.6+ years Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $11,275 |
ULLICO4 years Filed as: UNION SERVICES AGENCY Service code 23 · EIN 38-3297465 119 PERE MARQUETTE · LANSING, MI 48912 | Direct payment from the plan; Insuran... | $8,871 |
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 | $83,712 | $100,801-17.0% | $149,730-44.1% | $73,412+14.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 11.93% | 265.34%-253.4pp | 276.70%-264.8pp | 59.30%-47.4pp |
| Employer contribution / active EE | $7,967 | $3,312+140.6% | $4,645+71.5% | $2,234+256.7% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $581 | $181+221.1% | $9,310-93.8% | $158+267.7% |