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| Provider | Service type | Compensation |
|---|---|---|
DAWDA MANN MULCAHY & SADLER2+ years Service code 29 · EIN 38-3235321 39533 WOODWARD AVE STE 200 · BLOOMFIELD HILLS, MI 48304 | Legal | $14,661 |
WATKINS ROSS2+ years Filed as: WATKINS ROSS & CO Service code 11 · EIN 38-1477362 200 OTTAWA AVE NW STE 600 · GRAND RAPIDS, MI 49503 | Actuarial | $11,366 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 27400 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48037 | Accounting | $10,750 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 21 · EIN 38-1477362 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Bank Trustee | $9,617 |
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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 | $225,449-100.0% | $219,466-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.3%-50.3pp | 44.6%-44.6pp | 45.6%-45.6pp |
| Annual return | 4.54% | 4.17%+0.4pp | 5.00%-0.5pp | 4.16%+0.4pp |
| Employer contribution / active EE | $20,384 | $39,228-48.0% | $35,918-43.3% | $42,918-52.5% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |