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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $69,388 |
CONLIN'S FURNITURE4+ years Filed as: CONLIN, MCKENNEY & PHILBRICK Service code 29 · EIN 38-2772489 | Legal | $64,951 |
RBC WEALTH MANAGEMENT1 year Service code 27 38505 WOODWARD, STE 150 · BLOOMFIELD HILLS, MI 483049904 | Advisory (Plan) | $39,761 |
ANN ARBOR BENEFIT ADMINISTRATORS4+ years Service code 13 · EIN 38-2866123 | Contract Administrator | $30,304 |
POLK AND ASSOCIATES, P.L.C.3 years Service code 10 · EIN 38-3388760 | Accounting | $21,030 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $5,373 |
ADP BROKER-DEALER4+ 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 | $70,931 | $66,051+7.4% | $92,916-23.7% | $77,775-8.8% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 1.46% | 20.69%-19.2pp | 109.45%-108.0pp | 32.58%-31.1pp |
| Employer contribution / active EE | $3,458 | $3,426+0.9% | $3,654-5.4% | $2,504+38.1% |
| Participant deferral / active EE | $1,458 | $3,013-51.6% | $4,238-65.6% | $3,966-63.2% |
| Admin fee / account holder | $195 | $148+31.8% | $5,796-96.6% | $100+94.7% |