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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-2600875 30700 TELEGRAPH ROAD, SUITE 2400 · BINGHAM FARMS, MI 48025 | Accounting | $37,682 |
FERGUSON WIDMAYER & CLARK PC3+ years Filed as: FERGUSON WIDMAYER, PC Service code 29 · EIN 38-2995783 538 N DIVISION · ANN ARBOR, MI 48104 | Legal | $14,799 |
BENNETT & ASSOCIATES CPAS PLLC3+ years Service code 10 · EIN 27-3488128 100 HURONVIEW BLVD, SUITE 200 · ANN ARBOR, MI 48103 | Accounting | $14,080 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 1300 EAST NINTH STREET, SUITE 1900 · CLEVELAND, OH 44114 | Advisory (Plan) | $12,500 |
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 | $22,437 | $60,396-62.8% | $83,831-73.2% | $75,289-70.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 11.88% | 3.84%+8.0pp | 850.99%-839.1pp | -0.04%+11.9pp |
| Employer contribution / active EE | $649 | $3,343-80.6% | $3,631-82.1% | $2,405-73.0% |
| Participant deferral / active EE | $1,915 | $2,922-34.5% | $4,082-53.1% | $3,739-48.8% |
| Admin fee / account holder | $56 | $141-60.2% | $5,479-99.0% | $102-45.1% |