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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $69,310 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $55,456 |
CONLIN'S FURNITURE1+ years Filed as: CONLIN, MCKENNEY & PHILBRICK Service code 29 · EIN 38-2772489 | Legal | $51,006 |
ANN ARBOR BENEFIT ADMINISTRATORS1+ years Service code 13 · EIN 38-2866123 | Contract Administrator | $27,346 |
ROGOW & LONEY, PC1+ years Service code 10 · EIN 38-2971941 | Accounting | $18,850 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,352 | $54,392+18.3% | $84,753-24.1% | $63,975+0.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | -1.64% | 611.38%-613.0pp | 22.78%-24.4pp | 48.65%-50.3pp |
| Employer contribution / active EE | $3,302 | $2,943+12.2% | $3,574-7.6% | $2,182+51.4% |
| Participant deferral / active EE | $1,244 | $2,593-52.0% | $3,712-66.5% | $3,356-62.9% |
| Admin fee / account holder | $201 | $136+48.1% | $5,333-96.2% | $70+185.6% |