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| Provider | Service type | Compensation |
|---|---|---|
TIC INTERNATIONAL CORPORATION1+ years Service code 10 · EIN 13-2600875 | Accounting | $174,300 |
MEKETA INVESTMENT GROUP1+ years Filed as: MAKETA INVESTMENT GROUP Service code 27 · EIN 41-1762771 | Advisory (Plan) | $81,655 |
LEGGHIO & ISRAEL, P.C.1+ years Service code 29 · EIN 38-1971448 | Legal | $76,063 |
THE SEGAL COMPANY1+ years Filed as: SEGAL BRYAN & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $47,787 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART PARTNERS, INC. Service code 28 · EIN 39-1711628 | Investment Management | $43,425 |
TRADE SOLUTIONS1+ years Filed as: TRADE SOLUTIONS, LLC Service code 36 5060 RIDGE TRAIL S · CLARKSTON, MI 48348 | Copying and duplicating; Direct payme... | $21,449 |
Service code 10 · EIN 38-2284921 | Accounting | $16,150 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 04-0225081 | Investment Management | $11,386 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,537 | $51,897-95.1% | $84,753-97.0% | $329,111-99.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 6.21% | 11.82%-5.6pp | 22.78%-16.6pp | 16.35%-10.1pp |
| Employer contribution / active EE | $121 | $3,022-96.0% | $3,574-96.6% | $2,303-94.8% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $3,712-100.0% | $3,682-100.0% |
| Admin fee / account holder | $20 | $97-79.3% | $5,333-99.6% | $754-97.3% |