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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $124,456 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $66,250 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN GRAPHICS PRINTING CO. Service code 36 · EIN 38-2090931 | Copying and duplicating | $25,669 |
Filed as: FIDELITY INVESTMENTS Service code 16 · EIN 04-3523567 | Consulting | $25,562 |
PLANTE & MORAN, PLLC3+ years Service code 10 · EIN 38-1357951 | Accounting | $21,650 |
Filed as: SACHS WALDMAN, P.C. Service code 29 · EIN 38-1905521 | Legal | $12,736 |
PNC BANK, N.A.1 year Filed as: THE PNC FINANCIAL SERVICES GROUP Service code 18 755 W BIG BEAVER, STE 24 · TROY, MI 48084 | Custodial (other than securities) | $7,405 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,619 | $60,396-19.5% | $83,848-42.0% | $75,289-35.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 12.82% | 3.84%+9.0pp | 850.88%-838.1pp | -0.04%+12.9pp |
| Employer contribution / active EE | $874 | $3,343-73.9% | $3,631-75.9% | $2,405-63.7% |
| Participant deferral / active EE | $609 | $2,922-79.2% | $4,082-85.1% | $3,739-83.7% |
| Admin fee / account holder | $171 | $141+20.9% | $5,478-96.9% | $102+66.9% |