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| Provider | Service type | Compensation |
|---|---|---|
THOMAS D LUCZAK, PLLC3 years Filed as: LAW OFFICE OF THOMAS D LUCZAK PLLC Service code 29 · EIN 87-3430280 | Legal | $201,442 |
RBC WEALTH MANAGEMENT6 years Service code 27 38505 WOODWARD, STE 150 · BLOOMFIELD HILLS, MI 483049904 | Advisory (Plan) | $82,576 |
ADP BROKER-DEALER9+ years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $77,669 |
ANN ARBOR BENEFIT ADMINISTRATORS9+ years Service code 13 · EIN 38-2866123 | Contract Administrator | $46,327 |
POLK AND ASSOCIATES, P.L.C.8 years Service code 10 · EIN 38-3388760 | Accounting | $31,580 |
ULLICO2 years Filed as: ULLICO/MARKEL Service code 22 · EIN 13-2988846 | Insurance Broker | $10,492 |
ADP BROKER-DEALER9+ 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 | $93,770 | $241,850-61.2% | $102,437-8.5% | $200,096-53.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 17.18% | 17.67%-0.5pp | 24.95%-7.8pp | 34.26%-17.1pp |
| Employer contribution / active EE | $5,203 | $4,253+22.4% | $3,871+34.4% | $3,038+71.3% |
| Participant deferral / active EE | $2,047 | $3,961-48.3% | $5,060-59.6% | $5,090-59.8% |
| Admin fee / account holder | $337 | $288+17.0% | $8,388-96.0% | $269+25.2% |