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| Provider | Service type | Compensation |
|---|---|---|
NOVARA, TESIJA & CATENACCI, PLLC1+ years Filed as: NOVARA TESIJA ETAL Service code 29 · EIN 38-2823147 2000 TOWN CENTER SUITE 2370 · SOUTHFIELD, MI 48075 | Legal | $125,739 |
BENESYS, INC.1+ years Service code 14 · EIN 38-2383171 700 TOWER DR., SUITE 300 · TROY, MI 48098 | Plan Administrator | $37,450 |
ZAKERSKI & COMPANY1+ years Service code 10 · EIN 38-3257894 24607 W WARREN AVENUE · DEARBORN HEIGHTS, MI 48127 | Accounting | $18,107 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $14,467 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,498 | $54,392-78.9% | $84,753-86.4% | $63,975-82.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | -2.28% | 611.38%-613.7pp | 22.78%-25.1pp | 48.65%-50.9pp |
| Employer contribution / active EE | $1,808 | $2,943-38.6% | $3,574-49.4% | $2,182-17.1% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $98 | $136-27.6% | $5,333-98.2% | $70+39.6% |