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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $55,266 |
TIC INTERNATIONAL CORPORATION4+ years Service code 10 · EIN 13-2600875 | Accounting | $21,504 |
O'SULLIVAN ASSOCIATES4+ years Filed as: SULLIVAN WARD ASHER & PATTON PC Service code 29 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 480758412 | Legal | $10,380 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $10,000 |
Filed as: FIFTH THIRD BANK Service code 49 · EIN 38-2574238 | Other Services | $6,891 |
Filed as: WRUBEL WESLEY & COMPANY CPAS Service code 10 · EIN 38-2574238 | Accounting | $6,250 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,433 | $66,601-55.8% | $92,909-68.3% | $67,579-56.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 2.99% | 92.58%-89.6pp | 109.44%-106.4pp | 378.56%-375.6pp |
| Employer contribution / active EE | $496 | $2,775-82.1% | $3,653-86.4% | $2,148-76.9% |
| Participant deferral / active EE | $2,003 | $3,157-36.6% | $4,238-52.7% | $3,539-43.4% |
| Admin fee / account holder | $278 | $199+40.0% | $5,795-95.2% | $142+95.7% |