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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.10+ years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $72,627 |
ASHER KELLY6 years Filed as: ASHERKELLY Service code 29 · EIN 84-3379113 | Legal | $42,803 |
CUNI, RUST & STRENK10+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 | Actuarial | $40,050 |
MARINER LLC1 year Filed as: MARINER Service code 27 · EIN 59-3676225 | Advisory (Plan) | $40,000 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $37,214 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: FIFTH THIRD BANK Service code 19 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Securities Custodian | $35,486 |
WHITINGER & COMPANY LLC10+ years Service code 10 · EIN 35-0905017 | Accounting | $23,500 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-6257033 | Investment Management | $22,554 |
STEFANSKY, HOLLOWAY & NICHOLS, INC.10+ years Service code 10 22260 HAGGERTY ROAD, STE 350 · NORTHVILLE, MI 48167 | Accounting | $20,703 |
MCQUEEN INSURANCE GROUP10+ years Service code 23 · EIN 20-1495393 | Insurance services | $16,640 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 7.44% | 8.65%-1.2pp | 9.03%-1.6pp | 10.20%-2.8pp |
| Employer contribution / active EE | $8,919 | $14,388-38.0% | $26,284-66.1% | $15,145-41.1% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |