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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $50,943 |
TIC INTERNATIONAL CORPORATION8+ years Service code 10 · EIN 13-3689044 | Accounting | $25,652 |
ASHER KELLY4 years Service code 29 25800 NORTHWESTERN HWY. SUITE 1100 · SOUTHFIELD, MI 480758412 | Legal | $16,755 |
Filed as: MERRILL LYNCH Service code 27 230 VESEY ST. · NEW YORK, NY 10281 | Advisory (Plan) | $10,000 |
Service code 10 · EIN 38-2574238 | Accounting | $6,650 |
NATIONAL FINANCIAL SERVICES7 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 | $37,141 | $93,010-60.1% | $96,515-61.5% | $74,460-50.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 6.14% | 37.50%-31.4pp | 35.73%-29.6pp | 34.38%-28.2pp |
| Employer contribution / active EE | $346 | $3,427-89.9% | $3,740-90.7% | $2,638-86.9% |
| Participant deferral / active EE | $2,365 | $3,971-40.4% | $4,880-51.5% | $4,530-47.8% |
| Admin fee / account holder | $215 | $633-66.1% | $6,735-96.8% | $348-38.2% |