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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.8 years Filed as: BENESYS Service code 13 700 TOWER DRIVE, STE 300 · TROY, MI 48098 | Contract Administrator | $16,305 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0619194 | Insurance services | $7,423 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,828 | $82,917-90.6% | $103,333-92.4% | $77,643-89.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 7.62% | 19.13%-11.5pp | 24.88%-17.3pp | 31.24%-23.6pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,868-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $78 | $638-87.8% | $8,355-99.1% | $430-82.0% |