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| Provider | Service type | Compensation |
|---|---|---|
DIGITAL DATA, INC.1 year Filed as: DIGITAL DATA INC. Service code 36 · EIN 04-3668352 5813 ROBERT STREET · SHELBY TOWNSHIP, MI 48316 | Copying and duplicating; Direct payme... | $17,613 |
BENESYS, INC.7+ years Filed as: BENESYS INC Service code 10 · EIN 38-3507129 700 TOWER DRIVE SUITE 300 · TROY, MI 480982808 | Accounting | $15,527 |
WALTER, BOESKY & ASSOCIATES, PC7+ years Service code 10 · EIN 38-3629743 17320 W TWELVE MILE ROAD SUITE 200 · SOUTHFIELD, MI 48076 | Accounting | $6,880 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $932,052-100.0% | $189,513-100.0% | - |
| Participation rate | 0.0% | 77.2%-77.2pp | 87.8%-87.8pp | - |
| Annual return | -8.16% | 10.81%-19.0pp | 555.15%-563.3pp | - |
| Employer contribution / active EE | $0 | $3,785-100.0% | $6,162-100.0% | - |
| Participant deferral / active EE | $0 | $5,497-100.0% | $8,221-100.0% | - |
| Admin fee / account holder | $0 | $117,148-100.0% | $12,045-100.0% | - |