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| Provider | Service type | Compensation |
|---|---|---|
ASHER KELLY1 year Filed as: ASHER KELLY LAW Service code 29 · EIN 84-3379113 25800 NORTHWESTERN HWY · SOUTHFIELD, MI 48075 | Legal | $14,265 |
BULTYNCK & CO., P.L.L.C.1 year Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $12,525 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Direct payment from the plan; Insuran... | $10,335 |
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 | $82,320 | $93,010-11.5% | $96,520-14.7% | $74,440+10.6% |
| Participation rate | 99.3% | 71.6%+27.7pp | 74.3%+24.9pp | 70.7%+28.5pp |
| Annual return | 12.86% | 37.50%-24.6pp | 35.72%-22.9pp | 34.37%-21.5pp |
| Employer contribution / active EE | $9,982 | $3,427+191.3% | $3,739+167.0% | $2,638+278.4% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,879-100.0% | $4,529-100.0% |
| Admin fee / account holder | $578 | $633-8.8% | $6,733-91.4% | $348+66.1% |