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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $105,066 |
NOVARA, TESIJA & CATENACCI, PLLC6+ years Filed as: NOVARA TESIJA ETAL Service code 29 · EIN 38-2823147 888 WEST BIG BEAVER ROAD SUITE 600 · TROY, MI 48084 | Legal | $88,431 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 33 · EIN 26-4310844 1 NEW YORK PLAZA FL 12 · NEW YORK, NY 10004 | Securities brokerage | $59,145 |
BENESYS, INC.6+ years Service code 14 · EIN 38-2383171 700 TOWER DR., SUITE 300 · TROY, MI 48098 | Plan Administrator | $41,700 |
ZAKERSKI & COMPANY6+ years Service code 10 · EIN 38-3257894 24607 W WARREN AVENUE · DEARBORN HEIGHTS, MI 48127 | Accounting | $18,380 |
Filed as: STEFANSKY, HALLOWAY & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY RD, SUITE 350 · NORTHVILLE, MI 48167 | Accounting | $7,783 |
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 | $19,359 | $88,770-78.2% | $109,173-82.3% | $93,010-79.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 26.90% | 60.64%-33.7pp | 25.75%+1.1pp | 158.70%-131.8pp |
| Employer contribution / active EE | $1,419 | $3,780-62.5% | $3,723-61.9% | $2,705-47.6% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,654-100.0% | $4,561-100.0% |
| Admin fee / account holder | $105 | $172-39.3% | $6,755-98.5% | $152-31.1% |