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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Re... | $42,906 |
TIC INTERNATIONAL CORPORATION2+ years Service code 13 · EIN 13-2600875 | Contract Administrator | $21,504 |
O'SULLIVAN ASSOCIATES2+ years Filed as: SULLIVAN WARD ASHER & PATTON PC Service code 29 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 480758412 | Legal | $13,899 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INVESTMENT SERVICES Service code 16 34 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Consulting | $10,000 |
Service code 10 · EIN 38-2574238 | Accounting | $6,000 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $26,266 | $60,545-56.6% | $92,240-71.5% | $69,631-62.3% |
| Participation rate | 99.2% | 72.2%+27.1pp | 76.5%+22.7pp | 70.7%+28.5pp |
| Annual return | 8.51% | 19.71%-11.2pp | 176.29%-167.8pp | 27571.02%-27562.5pp |
| Employer contribution / active EE | $538 | $2,633-79.6% | $3,680-85.4% | $2,032-73.5% |
| Participant deferral / active EE | $1,578 | $2,828-44.2% | $3,897-59.5% | $3,224-51.0% |
| Admin fee / account holder | $277 | $145+91.0% | $5,194-94.7% | $110+150.4% |