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| Provider | Service type | Compensation |
|---|---|---|
JANZ & KNIGHT7 years Service code 10 300 EAST LONG LAKE ROAD · BLOOMFIELD HILLS, MI 483042377 | Accounting | $15,100 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,375 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $444,776 | $88,203+404.3% | $165,100+169.4% | $74,478+497.2% |
| Participation rate | 89.7% | 73.1%+16.5pp | 78.6%+11.0pp | 67.2%+22.4pp |
| Annual return | 9.77% | 17.13%-7.4pp | 70.21%-60.4pp | 1370.56%-1360.8pp |
| Employer contribution / active EE | $27,770 | $2,601+967.8% | $4,348+538.7% | $2,626+957.4% |
| Participant deferral / active EE | $7,988 | $4,505+77.3% | $6,035+32.4% | $4,350+83.6% |
| Admin fee / account holder | $159 | $2,235-92.9% | $12,696-98.8% | $1,946-91.9% |