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| Provider | Service type | Compensation |
|---|---|---|
CONLIN'S FURNITURE6+ years Filed as: CONLIN, MCKENNEY & PHILBRICK Service code 29 · EIN 38-2772489 | Legal | $138,902 |
RBC WEALTH MANAGEMENT3 years Service code 27 38505 WOODWARD, STE 150 · BLOOMFIELD HILLS, MI 483049904 | Advisory (Plan) | $73,132 |
ADP BROKER-DEALER6+ years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $70,013 |
ANN ARBOR BENEFIT ADMINISTRATORS6+ years Service code 13 · EIN 38-2866123 | Contract Administrator | $28,638 |
POLK AND ASSOCIATES, P.L.C.5 years Service code 10 · EIN 38-3388760 | Accounting | $27,940 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participant contribution per participant 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 | $96,972 | $88,770+9.2% | $109,191-11.2% | $93,010+4.3% |
| Participation rate | 94.4% | 81.5%+12.9pp | 75.9%+18.5pp | 73.9%+20.5pp |
| Annual return | 27.94% | 60.64%-32.7pp | 25.76%+2.2pp | 158.70%-130.8pp |
| Employer contribution / active EE | $3,595 | $3,780-4.9% | $3,723-3.4% | $2,705+32.9% |
| Participant deferral / active EE | $1,695 | $3,630-53.3% | $4,653-63.6% | $4,561-62.8% |
| Admin fee / account holder | $286 | $172+65.9% | $6,756-95.8% | $152+88.5% |