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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,504 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF ANN ARBOR Service code 27 125 S. FIFTH ST · ANN ARBOR, MI 48104 | Advisory (Plan) | $33,797 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,867 | $88,083-58.1% | $164,813-77.6% | $74,495-50.5% |
| Participation rate | 81.8% | 73.0%+8.8pp | 78.6%+3.2pp | 67.2%+14.6pp |
| Annual return | 11.54% | 17.26%-5.7pp | 69.93%-58.4pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $62 | $2,593-97.6% | $4,341-98.6% | $2,623-97.6% |
| Participant deferral / active EE | $4,402 | $4,498-2.1% | $6,031-27.0% | $4,346+1.3% |
| Admin fee / account holder | $160 | $2,234-92.8% | $12,690-98.7% | $1,942-91.7% |