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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 1800 W BIG BEAVER · TROY, MI 48084 | Accounting | $23,000 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 11 2850 W GOLF RD · ROLLING MEADOWS, IL 60008 | Actuarial | $13,500 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $5,983 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 14.87% | 12.80%+2.1pp | 29.77%-14.9pp | 13.59%+1.3pp |
| Employer contribution / active EE | $23,403 | $11,862+97.3% | $33,607-30.4% | $14,592+60.4% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |