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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Service code 15 · EIN 95-2566717 12711 N MERIDIAN STREET · CARMEL, IN 460329181 | Recordkeeping | $49,616 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 · EIN 86-0206507 12711 N MERIDIAN STREET · CARMEL, IN 460329181 | Recordkeeping | $33,066 |
Service code 29 · EIN 38-3763096 888 W BIG BEAVER RD 600 · TROY, MI 48084 | Legal | $29,347 |
Service code 14 · EIN 83-2454243 5600 NEW KING ST, STE 330 · TROY, MI 48098 | Plan Administrator | $21,784 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 15 · EIN 13-2919773 101 W BIG BEAVER STE 1200 · TROY, MI 48084 | Recordkeeping | $17,500 |
BULTYNCK & CO., P.L.L.C.2 years Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $14,225 |
Service code 10 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Accounting | $10,674 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,094 | $83,023-32.4% | $102,437-45.2% | $77,762-27.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 14.54% | 19.12%-4.6pp | 24.95%-10.4pp | 31.27%-16.7pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,871-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $6,120 | $4,110+48.9% | $5,060+20.9% | $4,651+31.6% |
| Admin fee / account holder | $250 | $639-60.9% | $8,388-97.0% | $433-42.3% |