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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $63,871 |
TIC INTERNATIONAL CORPORATION9+ years Service code 10 · EIN 13-3689044 | Accounting | $25,824 |
Filed as: MERRILL LYNCH Service code 27 230 VESEY ST. · NEW YORK, NY 10281 | Advisory (Plan) | $20,833 |
ASHER KELLY5 years Service code 29 25800 NORTHWESTERN HWY. SUITE 1100 · SOUTHFIELD, MI 480758412 | Legal | $9,864 |
Service code 10 · EIN 38-2574238 | Accounting | $7,875 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,970 | $83,023-53.1% | $102,437-62.0% | $77,762-49.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 12.35% | 19.12%-6.8pp | 24.95%-12.6pp | 31.27%-18.9pp |
| Employer contribution / active EE | $8 | $3,552-99.8% | $3,871-99.8% | $2,728-99.7% |
| Participant deferral / active EE | $2,989 | $4,110-27.3% | $5,060-40.9% | $4,651-35.7% |
| Admin fee / account holder | $244 | $639-61.8% | $8,388-97.1% | $433-43.6% |