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| Provider | Service type | Compensation |
|---|---|---|
DAWDA MANN MULCAHY & SADLER1+ years Service code 29 · EIN 38-3235321 39533 WOODWARD AVE STE 200 · BLOOMFIELD HILLS, MI 48304 | Legal | $66,741 |
WATKINS ROSS1+ years Filed as: WATKINS ROSS & CO Service code 11 · EIN 38-1477362 161 OTTAWA AVE NW STE 505 · GRAND RAPIDS, MI 49503 | Actuarial | $51,028 |
Filed as: BAND OF AMERICA MERRILL LYNCH Service code 21 · EIN 13-5674085 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Bank Trustee | $50,402 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 27400 NORTHWESTERN HIGHWAY · SOUTHFIELD, ME 48037 | Accounting | $22,600 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $224,372-100.0% | $219,333-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 47.3%-47.3pp | 42.3%-42.3pp | 48.7%-48.7pp |
| Annual return | -3.80% | -2.14%-1.7pp | -2.01%-1.8pp | -2.16%-1.6pp |
| Employer contribution / active EE | $14,467 | $37,296-61.2% | $34,453-58.0% | $42,949-66.3% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |