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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: NORTH AMERICAN PENSION SERVICES LLC Service code 16 2542 S ROCHESTER RD · ROCHESTER HILLS, MI 48307 | Consulting | $110,174 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 16 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Consulting | $99,972 |
USI CONSULTING GROUP1 year Service code 16 ONE SEAGATE · TOLEDO, OH 43604 | Consulting | $89,242 |
Filed as: GREGORY J SCHWARTZ & CO., INC Service code 16 3707 WEST MAPLE · BLOOMFIELD HILLS, MI 48301 | Consulting | $34,000 |
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $29,171 |
Filed as: SCHWARTZ AND CO INC Service code 16 3707 W MAPLE STREET · BLOOMFIELD HILLS, MI 48301 | Consulting | $17,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,603 | $68,330-45.0% | $149,717-74.9% | $96,393-61.0% |
| Participation rate | 16.4% | 74.6%-58.2pp | 78.8%-62.4pp | 71.3%-54.9pp |
| Annual return | 21.46% | 29.64%-8.2pp | 134.41%-112.9pp | 22.88%-1.4pp |
| Employer contribution / active EE | $382 | $2,139-82.1% | $4,820-92.1% | $3,239-88.2% |
| Participant deferral / active EE | $738 | $4,422-83.3% | $5,682-87.0% | $5,455-86.5% |
| Admin fee / account holder | $209 | $52+301.0% | $13,213-98.4% | $74+182.2% |