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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-2600875 30700 TELEGRAPH ROAD, SUITE 2400 · BINGHAM FARMS, MI 48025 | Accounting | $40,629 |
BENNETT & ASSOCIATES CPAS PLLC2+ years Service code 10 · EIN 27-3488128 100 HURONVIEW BLVD, SUITE 200 · ANN ARBOR, MI 48103 | Accounting | $13,850 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS, INC Service code 27 · EIN 13-2646110 1300 EAST NINTH STREET, SUITE 1900 · CLEVELAND, OH 44114 | Advisory (Plan) | $12,500 |
FERGUSON WIDMAYER & CLARK PC2+ years Filed as: FERGUSON WIDMAYER, PC Service code 29 · EIN 38-2995783 538 N DIVISION · ANN ARBOR, MI 48104 | Legal | $11,068 |
Filed as: PRUDENTIAL RETIREMENT Service code 15 · EIN 06-1050034 3 GATEWAY CENTER, 14TH FLOOR · NEWARK, NJ 071024077 | Recordkeeping | $2,310 |
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,619 | $221,442-90.7% | $92,240-77.6% | $77,958-73.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 12.96% | 15.65%-2.7pp | 176.29%-163.3pp | 20.87%-7.9pp |
| Employer contribution / active EE | $495 | $3,226-84.7% | $3,680-86.5% | $2,310-78.6% |
| Participant deferral / active EE | $1,898 | $2,779-31.7% | $3,897-51.3% | $3,537-46.3% |
| Admin fee / account holder | $60 | $210-71.5% | $5,194-98.8% | $97-38.6% |