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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 | $88,137+404.6% | $164,975+169.6% | $74,429+497.6% |
| Participation rate | 89.7% | 73.1%+16.5pp | 78.6%+11.0pp | 67.2%+22.4pp |
| Annual return | 9.77% | 17.13%-7.4pp | 70.12%-60.4pp | 1368.38%-1358.6pp |
| Employer contribution / active EE | $27,770 | $2,597+969.2% | $4,343+539.5% | $2,625+957.9% |
| Participant deferral / active EE | $7,988 | $4,501+77.5% | $6,033+32.4% | $4,348+83.7% |
| Admin fee / account holder | $159 | $2,231-92.9% | $12,688-98.8% | $1,944-91.8% |