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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.9 years Filed as: BENESYS, INC Service code 15 · EIN 38-2383171 | Recordkeeping | $43,791 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN GRAPHICS PRINTING Service code 36 34895 GROESBECK · CLINTON TOWNSHIP, MI 48035 | Copying and duplicating; Direct payme... | $27,989 |
Filed as: WATKINS, PAWLICK, CALATI & PRIFTI Service code 29 1423 EAST TWELVE MILE ROAD · MADISON HEIGHTS, MI 48071 | Legal | $16,720 |
Filed as: WRUBEL WESLEY & COMPANY CPAS Service code 10 · EIN 38-2574238 | Accounting | $11,100 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 26 · EIN 13-2655998 | Advisory (Participants) | $10,000 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 50 ONE FINANCIAL PARKWAY · KALAMAZOO, MI 490097477 | Direct Payment | $8,701 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,589 | $86,882-54.4% | $150,734-73.7% | $69,255-42.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 78.4%+21.6pp | 69.0%+31.0pp |
| Annual return | 7.94% | 10.69%-2.8pp | 600.81%-592.9pp | 26.73%-18.8pp |
| Employer contribution / active EE | $2,571 | $5,194-50.5% | $4,918-47.7% | $2,645-2.8% |
| Participant deferral / active EE | $87 | $2,993-97.1% | $5,610-98.4% | $2,890-97.0% |
| Admin fee / account holder | $207 | $630-67.1% | $14,905-98.6% | $733-71.7% |