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| Provider | Service type | Compensation |
|---|---|---|
BRINK, KEY CHLUDZINSKI, P.C.1+ years Filed as: BRINK, KEY & CHLUDZINSKI PC Service code 10 · EIN 38-3061223 1300 WEST CENTRE AVENUE · PORTAGE, MI 49024 | Accounting | $9,560 |
WATKINS ROSS1+ years Filed as: WATKINS ROSS & COMPANY Service code 17 · EIN 38-1477362 | Pension Consulting | $8,545 |
WARNER NORCROSS & JUDD LLP1+ years Service code 29 · EIN 38-1422647 | Legal | $3,164 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $178,440 | $41,854+326.3% | $73,836+141.7% | $52,331+241.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | -1.56% | 2.11%-3.7pp | 2268.06%-2269.6pp | 4.54%-6.1pp |
| Employer contribution / active EE | $10,478 | $1,920+445.7% | $2,787+275.9% | $1,882+456.8% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $983 | $493+99.6% | $4,882-79.9% | $592+66.2% |