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| Provider | Service type | Compensation |
|---|---|---|
CONLIN'S FURNITURE7+ years Filed as: CONLIN, MCKENNEY & PHILBRICK Service code 29 · EIN 38-2772489 | Legal | $110,698 |
RBC WEALTH MANAGEMENT4 years Service code 27 38505 WOODWARD, STE 150 · BLOOMFIELD HILLS, MI 483049904 | Advisory (Plan) | $81,146 |
ADP BROKER-DEALER7+ years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $71,311 |
ANN ARBOR BENEFIT ADMINISTRATORS7+ years Service code 13 · EIN 38-2866123 | Contract Administrator | $37,928 |
THOMAS D LUCZAK, PLLC1 year Filed as: LAW OFFICE OF THOMAS D LUCZAK PLLC Service code 29 · EIN 87-3430280 | Legal | $33,256 |
POLK AND ASSOCIATES, P.L.C.6 years Service code 10 · EIN 38-3388760 | Accounting | $28,760 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,032 | $76,774+16.0% | $112,270-20.7% | $77,906+14.3% |
| Participation rate | 94.1% | 80.2%+13.9pp | 75.1%+19.0pp | 73.7%+20.4pp |
| Annual return | -6.83% | -10.25%+3.4pp | 27.49%-34.3pp | 12.16%-19.0pp |
| Employer contribution / active EE | $3,811 | $3,977-4.2% | $3,635+4.8% | $2,846+33.9% |
| Participant deferral / active EE | $1,784 | $3,778-52.8% | $4,729-62.3% | $4,805-62.9% |
| Admin fee / account holder | $303 | $239+26.9% | $6,411-95.3% | $133+128.7% |