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| Provider | Service type | Compensation |
|---|---|---|
NOVARA, TESIJA & CATENACCI, PLLC2+ years Filed as: NOVARA TESIJA ETAL Service code 29 · EIN 38-2823147 2000 TOWN CENTER SUITE 2370 · SOUTHFIELD, MI 48075 | Legal | $105,518 |
BENESYS, INC.2+ years Service code 14 · EIN 38-2383171 700 TOWER DR., SUITE 300 · TROY, MI 48098 | Plan Administrator | $38,553 |
ZAKERSKI & COMPANY2+ years Service code 10 · EIN 38-3257894 24607 W WARREN AVENUE · DEARBORN HEIGHTS, MI 48127 | Accounting | $19,117 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $17,158 |
Filed as: STEFANSKY, HALLOWAY & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY RD, SUITE 350 · NORTHVILLE, MI 48167 | Accounting | $5,019 |
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 | $11,868 | $221,442-94.6% | $92,240-87.1% | $77,958-84.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 10.07% | 15.65%-5.6pp | 176.29%-166.2pp | 20.87%-10.8pp |
| Employer contribution / active EE | $1,505 | $3,226-53.4% | $3,680-59.1% | $2,310-34.9% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $90 | $210-57.1% | $5,194-98.3% | $97-7.5% |