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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFRE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $82,277 |
Filed as: MERIILL LYNCH Service code 27 · EIN 38-0322993 | Advisory (Plan) | $30,000 |
Filed as: TIC MIDWEST, LLC Service code 10 · EIN 93-4217445 | Accounting | $18,396 |
Filed as: WATKINS PAWLICK CALATAI PRIFTI PC Service code 29 · EIN 83-2893229 | Legal | $9,243 |
BENDA, GRACE, STULZ & COMPANY, P.C.10+ years Service code 10 · EIN 38-2284921 | Accounting | $9,200 |
Filed as: CITY PRINTING COMPANY, INC. Service code 36 PO BOX 980333 · YPSILANTI, MI 481980333 | Direct payment from the plan; Copying... | $5,351 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,204 | $81,557-67.9% | $123,973-78.9% | $65,191-59.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 8.86% | 11.45%-2.6pp | 388.13%-379.3pp | 51.24%-42.4pp |
| Employer contribution / active EE | $3,557 | $4,637-23.3% | $4,126-13.8% | $2,400+48.2% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $138 | $1,040-86.7% | $11,799-98.8% | $907-84.8% |