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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-2600875 30700 TELEGRAPH ROAD, SUITE 2400 · BINGHAM FARMS, MI 48025 | Accounting | $39,233 |
FERGUSON WIDMAYER & CLARK PC2 years Service code 29 · EIN 38-2995783 538 N DIVISION · ANN ARBOR, MI 48104 | Legal | $16,706 |
BENNETT & ASSOCIATES CPAS PLLC5+ years Service code 10 · EIN 27-3488128 100 HURONVIEW BLVD, SUITE 200 · ANN ARBOR, MI 48103 | Accounting | $14,180 |
THE SEGAL COMPANY3 years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 1300 E NINTH STREET, SUITE 1900 · CLEVELAND, OH 44114 | Advisory (Plan) | $12,500 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 15 · EIN 06-1050034 3 GATEWAY CENTER, 14TH FLOOR · NEWARK, NJ 07102 | Recordkeeping | $4,856 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $22,273 | $81,719-72.7% | $101,275-78.0% | $90,274-75.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 5.79% | 337.64%-331.8pp | 46.48%-40.7pp | 53.97%-48.2pp |
| Employer contribution / active EE | $621 | $3,622-82.8% | $3,660-83.0% | $2,523-75.4% |
| Participant deferral / active EE | $2,211 | $3,310-33.2% | $4,371-49.4% | $4,231-47.7% |
| Admin fee / account holder | $60 | $162-62.6% | $5,948-99.0% | $114-47.0% |