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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $230,407 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 33 · EIN 26-4310844 | Direct payment from the plan; Securit... | $90,000 |
Filed as: NOVARA, TESIJA Service code 29 · EIN 38-2823147 | Legal | $88,289 |
BENESYS, INC.4 years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $48,857 |
Filed as: WRUBEL WESLEY & CO CPAS Service code 10 · EIN 38-2574238 | Accounting | $19,700 |
STAFANSKY HOLLAWAY2 years Service code 10 22260 HAGERTY ROAD · NORTHVILLE, MI 48167 | Accounting | $12,792 |
PNC BANK, N.A.3 years Filed as: PNC BANK Service code 50 · EIN 22-1146430 | Direct Payment | $8,263 |
ABATEMENT PENSION FUND3 years Service code 13 · EIN 38-3048188 | Contract Administrator | $5,850 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,179 | $103,641-83.4% | $107,525-84.0% | $102,872-83.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 7.53% | 13.08%-5.5pp | 181.32%-173.8pp | 19.06%-11.5pp |
| Employer contribution / active EE | $1,416 | $5,096-72.2% | $3,754-62.3% | $3,526-59.9% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $106 | $276-61.7% | $8,919-98.8% | $292-63.8% |