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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4 years Filed as: BENESYS, INC Service code 15 · EIN 38-2383171 | Recordkeeping | $52,979 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 26 · EIN 13-2655998 | Advisory (Participants) | $10,000 |
Filed as: WATKINS, PAWLICK, CALATI & PRIFTI Service code 29 1423 EAST 12 MILE ROAD · MADISON HEIGHTS, MI 48071 | Legal | $9,818 |
Filed as: WRUBEL, WESLEY & CO CPAS Service code 10 · EIN 38-2574238 | Accounting | $9,350 |
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 50 ONE FINANCIAL PARKWAY · KALAMAZOO, MI 490097477 | Direct Payment | $6,748 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN GRAPHICS Service code 36 34895 GROESBECK HIGHWAY · CLINTON TOWNSHIP, MI 48035 | Participant communication; Direct pay... | $6,331 |
Annual investment return 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 | $24,953 | $91,517-72.7% | $101,275-75.4% | $73,412-66.0% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 5.69% | 17.17%-11.5pp | 46.48%-40.8pp | 59.30%-53.6pp |
| Employer contribution / active EE | $1,542 | $2,877-46.4% | $3,660-57.9% | $2,234-31.0% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $146 | $216-32.4% | $5,948-97.5% | $158-7.6% |