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| Provider | Service type | Compensation |
|---|---|---|
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $17,000 |
BENESYS, INC.6 years Filed as: BENESYS Service code 13 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Contract Administrator | $14,848 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,869 | $106,236-93.5% | $112,263-93.9% | $64,824-89.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -5.90% | -6.02%+0.1pp | 27.49%-33.4pp | 32.84%-38.7pp |
| Employer contribution / active EE | $0 | $3,167-100.0% | $3,636-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $96 | $452-78.7% | $6,410-98.5% | $188-48.8% |