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| Provider | Service type | Compensation |
|---|---|---|
THOMAS D LUCZAK, PLLC1 year Filed as: LAW OFFICE OF THOMAS D. LUCZAK PLLC Service code 29 · EIN 87-3430280 438 S. FIFTH AVE · ANN ARBOR, MI 48104 | Legal | $178,136 |
RBC WEALTH MANAGEMENT7 years Service code 27 38505 WOODWARD STE 150 · BLOOMFIELD HILLS, MI 48104 | Advisory (Plan) | $92,836 |
ADP BROKER-DEALER10+ years Filed as: ADP Service code 15 · EIN 22-1467904 PO BOX 830272 · PHILADELPHIA, PA 19182 | Recordkeeping | $85,444 |
Filed as: ANN ARBOR BENEFITS ADMINISTRATORS Service code 13 · EIN 38-2866123 3135 S. STATE ST. SUITE 105 · ANN ARBOR, MI 48108 | Contract Administrator | $47,576 |
POLK AND ASSOCIATES, P.L.C.9 years Service code 10 · EIN 38-3388760 30600 TELEGRAPH RD 2191 · BINGHAM FARMS, MI 48025 | Accounting | $33,300 |
CONLIN'S FURNITURE1 year Filed as: CONLIN, MCKENNEY & PHILBRICK, P.C. Service code 29 350 S. MAIN, STE 400 · ANN ARBOR, MI 48104 | Legal | $8,483 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 4 NORTHEASTERN BOULEVARD · SALEM, NH 03079 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,954 | $98,273+36.3% | $150,734-11.1% | $85,660+56.4% |
| Participation rate | 78.8% | 84.0%-5.2pp | 78.4%+0.4pp | 74.8%+4.0pp |
| Annual return | 11.42% | 7.62%+3.8pp | 600.81%-589.4pp | 19.52%-8.1pp |
| Employer contribution / active EE | $5,826 | $5,764+1.1% | $4,918+18.5% | $4,199+38.7% |
| Participant deferral / active EE | $2,394 | $1,439+66.3% | $5,610-57.3% | $3,518-32.0% |
| Admin fee / account holder | $261 | $226+15.5% | $14,905-98.3% | $224+16.3% |