Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5+ years Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $84,209 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $23,282 |
Filed as: BENDA, GRACE, STULZ & COMPANY PC Service code 10 · EIN 38-2284921 | Accounting | $12,100 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN GRAPHICS PRITNING CO. Service code 36 34895 GROESBECK HWY · CLINTON TOWNSHIP, MI 48035 | Copying and duplicating; Direct payme... | $10,698 |
Filed as: FIDELITY INVESTMENTS Service code 19 P.O. BOX 770001 · CINCINNATI, OH 452770002 | Securities Custodian | $7,428 |
Filed as: WATKINS, PAWLICK, CALATI & PRIFTI Service code 29 · EIN 83-2893229 | Legal | $6,998 |
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 | $25,918 | $73,404-64.7% | $87,104-70.2% | $67,579-61.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 19.55% | 48.29%-28.7pp | 28.19%-8.6pp | 378.56%-359.0pp |
| Employer contribution / active EE | $3,283 | $2,014+63.0% | $2,521+30.2% | $2,148+52.8% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,048-100.0% | $3,539-100.0% |
| Admin fee / account holder | $189 | $142+33.8% | $7,491-97.5% | $142+33.1% |