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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 3001 WEST BIG BEAVER · TROY, MI 480843108 | Accounting | $37,384 |
Filed as: MBC Service code 11 445 SOUTH LIVERNOIS · ROCHESTER HILLS, MI 48307 | Actuarial | $9,900 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,596 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $233,982 | $63,924+266.0% | $108,582+115.5% | $55,167+324.1% |
| Participation rate | 95.4% | 74.3%+21.1pp | 79.6%+15.8pp | 69.0%+26.4pp |
| Annual return | 6.58% | 15.31%-8.7pp | -51.70%+58.3pp | 169.23%-162.7pp |
| Employer contribution / active EE | $24,421 | $1,879+1199.6% | $3,758+549.8% | $1,963+1144.3% |
| Participant deferral / active EE | $5,417 | $3,067+76.7% | $4,311+25.7% | $3,054+77.4% |
| Admin fee / account holder | $138 | $618-77.7% | $7,645-98.2% | $504-72.6% |