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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-2600875 30700 TELEGRAPH ROAD, SUITE 2400 · BINGHAM FARMS, MI 48025 | Accounting | $39,271 |
BENNETT & ASSOCIATES CPAS PLLC7+ years Service code 10 · EIN 27-3488128 100 HURONVIEW BLVD, SUITE 200 · ANN ARBOR, MI 48103 | Accounting | $15,170 |
THE SEGAL COMPANY5 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 AND ANNUI Service code 15 · EIN 06-1050034 3 GATEWAY CENTER, 14TH FLOOR · NEWARK, NJ 07102 | Recordkeeping | $8,850 |
FERGUSON WIDMAYER & CLARK PC4 years Service code 29 · EIN 38-2995783 538 N DIVISION · ANN ARBOR, MI 48104 | Legal | $8,398 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,411 | $76,774-64.3% | $112,263-75.6% | $77,906-64.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -5.56% | -10.25%+4.7pp | 27.49%-33.1pp | 12.16%-17.7pp |
| Employer contribution / active EE | $931 | $3,977-76.6% | $3,636-74.4% | $2,846-67.3% |
| Participant deferral / active EE | $2,469 | $3,778-34.7% | $4,729-47.8% | $4,805-48.6% |
| Admin fee / account holder | $56 | $239-76.6% | $6,410-99.1% | $133-57.8% |