Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Service code 15 · EIN 95-2566717 12711 N MERIDIAN STREET · CARMEL, IN 460329181 | Recordkeeping | $32,217 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 · EIN 86-0206507 12711 N. MERIDIAN STREET · CARMEL, IN 460329181 | Recordkeeping | $30,006 |
Filed as: NOVARA TESIJA & CATENACCI, P.L.L.C. Service code 29 · EIN 38-3763096 888 W BIG BEAVER, STE 600 · TROY, MI 48084 | Legal | $26,893 |
Service code 14 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $16,021 |
BULTYNCK & CO., P.L.L.C.5 years Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $8,850 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 15 · EIN 13-2919773 101 W BIG BEAVER STE 1200 · TROY, MI 48084 | Recordkeeping | $7,500 |
ULLICO1 year Filed as: UNION SERVICES AGENCY Service code 22 · EIN 38-3297465 119 PERE MARQUETTE DRIVE · LANSING, MI 48912 | Insurance Broker | $4,661 |
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 | $53,233 | $78,275-32.0% | $109,163-51.2% | $86,813-38.7% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 14.68% | 19.14%-4.5pp | 25.75%-11.1pp | 97.93%-83.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,723-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $4,663 | $3,641+28.1% | $4,654+0.2% | $4,131+12.9% |
| Admin fee / account holder | $189 | $198-4.7% | $6,754-97.2% | $170+11.5% |