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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Service code 10 · EIN 38-3507129 700 TOWER DRIVE SUITE 300 · TROY, MI 480982808 | Accounting | $15,335 |
WALTER, BOESKY & ASSOCIATES, PC8+ years Service code 10 · EIN 38-3629743 17320 W TWELVE MILE ROAD · SOUTHFIELD, MI 48076 | Accounting | $7,155 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $244 | $167,533-99.9% | $151,645-99.8% | $134,545-99.8% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 81.2%-81.2pp |
| Annual return | -4.51% | 7.81%-12.3pp | 3.34%-7.9pp | 418.37%-422.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20 | $13,781-99.9% | $11,614-99.8% | $11,431-99.8% |