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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.7 years Filed as: BENESYS, INC Service code 15 · EIN 38-2383171 | Recordkeeping | $63,125 |
Filed as: WATKINS PAWLICK, CALATI & PRIFTI Service code 29 1423 EAST TWELVE MILE ROAD · MADISON HEIGHTS, MI 48071 | Legal | $13,633 |
Service code 10 · EIN 38-2574238 | Accounting | $10,225 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 26 · EIN 13-2655998 | Advisory (Participants) | $10,000 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN GRAPHICS PRINTING Service code 36 34895 GROESBECK · CLINTON TOWNSHIP, MI 48035 | Direct payment from the plan; Copying... | $9,777 |
PNC BANK, N.A.8+ years Filed as: PNC BANK Service code 50 ONE FINANCIAL PARKWAY · KALAMAZOO, MI 490097477 | Direct Payment | $6,037 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,461 | $93,010-68.3% | $96,538-69.5% | $74,473-60.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | -0.16% | 37.50%-37.7pp | 35.74%-35.9pp | 34.36%-34.5pp |
| Employer contribution / active EE | $1,696 | $3,427-50.5% | $3,740-54.7% | $2,638-35.7% |
| Participant deferral / active EE | $26 | $3,971-99.3% | $4,880-99.5% | $4,530-99.4% |
| Admin fee / account holder | $170 | $633-73.2% | $6,737-97.5% | $347-51.1% |