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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST FINANCIAL Service code 19 8031 M-15 · CLARKSTON, MI 48348 | Securities Custodian | $27,127 |
BARCLAY PLANNING GROUP3 years Service code 15 345 DIVERSION STREET, SUITE 400 · ROCHESTER, MI 48307 | Recordkeeping | $22,596 |
COHEN & COMPANY1 year Filed as: COHEN & CO. Service code 10 · EIN 34-1912961 201 E. COMMERCE ST. · YOUNGSTOWN, OH 44503 | Accounting | $12,000 |
MILLIMAN, INC.1 year Filed as: MILLMAN Service code 16 12790 MERIT DRIVE · DALLAS, TX 75251 | Consulting | $6,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $195,758-100.0% | $182,032-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.9%-55.9pp |
| Annual return | 9.77% | 3.70%+6.1pp | 7.69%+2.1pp | 24.44%-14.7pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |