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| Provider | Service type | Compensation |
|---|---|---|
JANZ & KNIGHT6 years Service code 10 300 EAST LONG LAKE ROAD · BLOOMFIELD HILLS, MI 483042377 | Accounting | $21,521 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,900 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $423,113 | $83,045+409.5% | $130,045+225.4% | $71,511+491.7% |
| Participation rate | 88.5% | 74.1%+14.4pp | 78.5%+10.0pp | 67.9%+20.6pp |
| Annual return | 13.79% | 20.61%-6.8pp | -137.30%+151.1pp | 28.86%-15.1pp |
| Employer contribution / active EE | $28,684 | $2,623+993.5% | $4,321+563.8% | $2,589+1007.9% |
| Participant deferral / active EE | $7,882 | $4,436+77.7% | $5,820+35.4% | $4,291+83.7% |
| Admin fee / account holder | $208 | $1,727-88.0% | $10,600-98.0% | $1,588-86.9% |