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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3 years Service code 10 · EIN 38-2383171 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Accounting | $17,519 |
BULTYNCK & CO., P.L.L.C.1 year Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $8,500 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN GRAPHICS PRINTING CO Service code 36 · EIN 38-2090031 34985 GROESBECK HWY · CLINTON TOWNSHIP, MI 48035 | Direct payment from the plan; Copying... | $6,894 |
NICKEL & SAPH, INC2 years Filed as: NICKEL & SAPH, INC. Service code 22 · EIN 38-1799688 44 MACOMB PLACE · MOUNT CLEMENS, MI 48043 | Insurance Broker | $6,705 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $373 | $111,814-99.7% | $103,374-99.6% | $145,959-99.7% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 2.81% | 24.77%-22.0pp | 24.89%-22.1pp | 561.95%-559.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $43 | $9,754-99.6% | $8,394-99.5% | $13,398-99.7% |