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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Service code 15 230 SUGARTOWN RD · WAYNE, PA 19087 | Recordkeeping | $26,618 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 | Recordkeeping | $26,169 |
Service code 14 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $12,382 |
Filed as: NOVARA TESIJA & CATENACCI, P.L.L.C. Service code 29 · EIN 38-3763096 2000 TOWN CENTER, ST 2370 · SOUTHFIELD, MI 48075 | Legal | $11,863 |
BULTYNCK & CO., P.L.L.C.3 years Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $7,500 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Advisory (Plan) | $7,500 |
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 | $46,752 | $66,601-29.8% | $92,909-49.7% | $67,579-30.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 20.96% | 92.58%-71.6pp | 109.44%-88.5pp | 378.56%-357.6pp |
| Employer contribution / active EE | $0 | $2,775-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,962 | $3,157+25.5% | $4,238-6.5% | $3,539+11.9% |
| Admin fee / account holder | $160 | $199-19.5% | $5,795-97.2% | $142+12.6% |