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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 | Direct payment from the plan; Partici... | $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 | $81,557-51.5% | $123,973-68.1% | $65,191-39.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 7.94% | 11.45%-3.5pp | 388.13%-380.2pp | 51.24%-43.3pp |
| Employer contribution / active EE | $2,571 | $4,637-44.5% | $4,126-37.7% | $2,400+7.1% |
| Participant deferral / active EE | $87 | $2,628-96.7% | $5,247-98.3% | $2,671-96.7% |
| Admin fee / account holder | $207 | $1,040-80.1% | $11,799-98.2% | $907-77.2% |