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| Provider | Service type | Compensation |
|---|---|---|
JEFFREY M MOORFOOT, CPA4+ years Service code 10 · EIN 38-3516602 | Accounting | $5,000 |
EDWARD JONES3 years Service code 17 650 SAINT CLAIR ST · GROSSE POINTE, MI 48230 | Pension Consulting | $3,608 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MGMT COMPANY Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $2,428 |
THE BENEFIT ADVANTAGE, INC.4+ years Service code 10 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Accounting | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,922 | $73,102-65.9% | $123,549-79.8% | $56,287-55.7% |
| Participation rate | 18.5% | 74.3%-55.8pp | 82.3%-63.8pp | 69.9%-51.4pp |
| Annual return | -7.06% | 3.01%-10.1pp | 119.20%-126.3pp | -9.96%+2.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,341 | $5,423-75.3% | $6,426-79.1% | $3,350-60.0% |
| Admin fee / account holder | $119 | $554-78.5% | $9,284-98.7% | $521-77.2% |