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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2 years Service code 10 · EIN 38-2383171 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Accounting | $11,881 |
NICKEL & SAPH, INC1 year Filed as: NICKEL & SAPH, INC. Service code 22 · EIN 38-1799688 44 MACOMB PLACE · MOUNT CLEMENS, MI 48043 | Insurance Broker | $7,084 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $406 | $106,515-99.6% | $96,683-99.6% | $139,434-99.7% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 0.10% | 38.43%-38.3pp | 35.69%-35.6pp | 372.94%-372.8pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,878-100.0% | $6,710-100.0% |
| Admin fee / account holder | $36 | $7,877-99.5% | $6,730-99.5% | $11,403-99.7% |