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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 | Copying and duplicating; Direct payme... | $5,351 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,224-71.6% | $105,223-75.1% | $79,634-67.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 8.86% | 88.65%-79.8pp | 180.65%-171.8pp | 36.46%-27.6pp |
| Employer contribution / active EE | $3,557 | $3,965-10.3% | $3,689-3.6% | $2,529+40.7% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $138 | $1,121-87.7% | $8,859-98.4% | $1,002-86.2% |