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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $92,864 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $45,280 |
Filed as: BENDA, GRACE, STULZ & COMPANY PC Service code 10 · EIN 38-2284921 | Accounting | $11,650 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN GRAPHICS PRITNING CO. Service code 36 34895 GROESBECK HWY · CLINTON TOWNSHIP, MI 48035 | Copying and duplicating; Direct payme... | $11,574 |
Filed as: FIDELITY INVESTMENTS Service code 19 P.O. BOX 770001 · CINCINNATI, OH 452770002 | Securities Custodian | $7,454 |
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 | $21,518 | $65,118-67.0% | $76,767-72.0% | $55,725-61.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -5.82% | -1.27%-4.5pp | 2.43%-8.2pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,643 | $1,941-15.3% | $2,485-33.9% | $2,078-20.9% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $233 | $116+101.1% | $6,675-96.5% | $115+102.3% |