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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 | $77,788-66.3% | $119,126-78.0% | $64,728-59.5% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 8.86% | 13.19%-4.3pp | 282.11%-273.2pp | 49.38%-40.5pp |
| Employer contribution / active EE | $3,557 | $4,031-11.8% | $4,034-11.8% | $2,243+58.6% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $138 | $1,365-89.9% | $10,693-98.7% | $1,145-87.9% |