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| Provider | Service type | Compensation |
|---|---|---|
MRPR GROUP PC1 year Service code 10 28411 NORTHWESTERN HWY STE 800 · SOUTHFIELD, MI 480345538 | Accounting | $7,300 |
Filed as: SJS BUSINESS SERVICES INC DBA ADVAN Service code 99 31596 SCHOOLCRAFT · LIVONIA, MI 48150 | Other Fees | $3,745 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,225 |
Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $187 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,214 | $59,191+84.5% | $76,767+42.3% | $56,289+94.0% |
| Participation rate | 96.5% | 75.2%+21.3pp | 77.0%+19.6pp | 69.9%+26.7pp |
| Annual return | -3.65% | 6.62%-10.3pp | 2.43%-6.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $2,320 | $1,759+31.9% | $2,485-6.6% | $2,111+9.9% |
| Participant deferral / active EE | $3,882 | $3,255+19.3% | $3,852+0.8% | $3,350+15.9% |
| Admin fee / account holder | $92 | $489-81.1% | $6,675-98.6% | $521-82.3% |