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 |
|---|---|---|
Service code 14 · EIN 13-3689044 | Plan Administrator | $47,691 |
TIC INTERNATIONAL CORPORATION1+ years Service code 13 · EIN 13-2600875 | Contract Administrator | $21,228 |
O'SULLIVAN ASSOCIATES1+ years Filed as: SULLIVAN WARD ASHER & PATTON PC Service code 29 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 480758412 | Legal | $17,748 |
Service code 10 · EIN 38-2574238 | Accounting | $6,000 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INVESTMENT SERVICES Service code 16 34 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Consulting | $4,583 |
Annual investment return 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 | $21,506 | $57,921-62.9% | $84,753-74.6% | $57,658-62.7% |
| Participation rate | 98.9% | 72.9%+26.0pp | 76.6%+22.3pp | 70.2%+28.7pp |
| Annual return | 3.70% | 10.24%-6.5pp | 22.78%-19.1pp | 5.13%-1.4pp |
| Employer contribution / active EE | $1,123 | $2,598-56.8% | $3,574-68.6% | $1,974-43.1% |
| Participant deferral / active EE | $1,378 | $2,742-49.7% | $3,712-62.9% | $3,061-55.0% |
| Admin fee / account holder | $250 | $130+92.6% | $5,333-95.3% | $95+164.2% |