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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $94,583 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $41,865 |
Filed as: BENDA, GRACE, STULZ & COMPANY PC Service code 10 · EIN 38-2284921 | Accounting | $11,300 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN GRAPHICS PRITNING CO. Service code 36 34895 GROESBECK HWY · CLINTON TOWNSHIP, MI 48035 | Copying and duplicating | $11,145 |
Filed as: FIDELITY INVESTMENTS Service code 19 P.O. BOX 770001 · CINCINNATI, OH 452770002 | Securities Custodian | $5,261 |
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 | $22,689 | $69,305-67.3% | $82,312-72.4% | $69,631-67.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 16.53% | 21.47%-4.9pp | 25.88%-9.3pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $2,216 | $1,887+17.4% | $2,428-8.8% | $2,032+9.0% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $219 | $97+125.2% | $5,608-96.1% | $110+98.2% |