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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Filed as: BENESYS INC Service code 14 · EIN 38-3507129 700 TOWER DRIVE SUITE 300 · TROY, MI 480982808 | Plan Administrator | $15,507 |
WALTER, BOESKY & ASSOCIATES, PC2+ years Service code 10 · EIN 38-3629743 17320 W TWELVE MILE ROAD SUITE 200 · SOUTHFIELD, MI 48076 | Accounting | $6,230 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $676,477-100.0% | $133,975-100.0% | - |
| Participation rate | 0.0% | 86.1%-86.1pp | 87.1%-87.1pp | - |
| Annual return | -12.05% | 1.79%-13.8pp | 29.29%-41.3pp | - |
| Employer contribution / active EE | $0 | $3,505-100.0% | $5,211-100.0% | - |
| Participant deferral / active EE | $0 | $5,893-100.0% | $6,282-100.0% | - |
| Admin fee / account holder | $0 | $42,217-100.0% | $9,324-100.0% | - |