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| Provider | Service type | Compensation |
|---|---|---|
CROSS FINANCIAL SERVICES1 year Filed as: CROSS, WIETFELDT, AND SPLENDORIO Service code 54 405 WEST MICHIGAN AVE 110 · KALAMAZOO, MI 49007 | Sales Loads | $45,015 |
Filed as: NOVARA TESIJA, PLLC Service code 29 · EIN 38-3763096 2000 TOWN CENTER, ST 2370 · SOUTHFIELD, MI 48075 | Legal | $16,458 |
YEO & YEO PC2+ years Filed as: YEO & YEO, P.C. Service code 10 · EIN 38-2706146 710 E. MILHAM · KALAMAZOO, MI 49002 | Accounting | $9,250 |
COMERICA BANK1 year Service code 19 411 WEST LAFAYETTE · DETROIT, MI 48226 | Securities Custodian | $6,046 |
UA LOCAL 3571 year Service code 14 · EIN 38-6152409 11847 SHAVER ROAD · SCHOOLCRAFT, MI 49087 | Plan Administrator | $5,076 |
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 | $52,935 | $57,921-8.6% | $84,753-37.5% | $57,658-8.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 14.14% | 10.24%+3.9pp | 22.78%-8.6pp | 5.13%+9.0pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,141 | $2,742+14.5% | $3,712-15.4% | $3,061+2.6% |
| Admin fee / account holder | $120 | $130-7.6% | $5,333-97.8% | $95+26.7% |