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| Provider | Service type | Compensation |
|---|---|---|
NOVARA, TESIJA & CATENACCI, PLLC5+ years Filed as: NOVARA TESIJA ETAL Service code 29 · EIN 38-2823147 888 WEST BIG BEAVER ROAD SUITE 600 · TROY, MI 48084 | Legal | $79,992 |
BENESYS, INC.5+ years Service code 14 · EIN 38-2383171 700 TOWER DR., SUITE 300 · TROY, MI 48098 | Plan Administrator | $41,700 |
Filed as: MORGAN STANLEY Service code 33 · EIN 26-4310844 1 NEW YORK PLAZA FL 12 · NEW YORK, NY 10004 | Securities brokerage | $20,547 |
ZAKERSKI & COMPANY5+ years Service code 10 · EIN 38-3257894 24607 W WARREN AVENUE · DEARBORN HEIGHTS, MI 48127 | Accounting | $18,640 |
Filed as: STEFANSKY, HALLOWAY & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY RD, SUITE 350 · NORTHVILLE, MI 48167 | Accounting | $9,591 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $9,079 |
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 | $14,750 | $81,719-82.0% | $101,275-85.4% | $90,274-83.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 4.92% | 337.64%-332.7pp | 46.48%-41.6pp | 53.97%-49.1pp |
| Employer contribution / active EE | $1,507 | $3,622-58.4% | $3,660-58.8% | $2,523-40.3% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $86 | $162-46.6% | $5,948-98.5% | $114-24.2% |