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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3 years Filed as: BENESYS, INC Service code 15 · EIN 38-2383171 | Recordkeeping | $54,133 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 26 · EIN 13-2655998 | Advisory (Participants) | $10,000 |
Filed as: WRUBEL, WESLEY & CO CPA'S Service code 10 · EIN 38-2574238 | Accounting | $9,150 |
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 50 ONE FINANCIAL PARKWAY · KALAMZOO, MI 490097477 | Direct Payment | $7,477 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,686 | $66,650-67.5% | $92,915-76.7% | $67,582-67.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 0.61% | 92.64%-92.0pp | 109.45%-108.8pp | 378.57%-378.0pp |
| Employer contribution / active EE | $1,258 | $2,777-54.7% | $3,653-65.6% | $2,148-41.4% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $127 | $199-36.0% | $5,796-97.8% | $142-10.4% |