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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $67,172 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-6257033 | Investment Management | $34,446 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $28,141 |
ANDCO CONSULTING3 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $28,000 |
CUNI, RUST & STRENK4+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 | Actuarial | $26,942 |
Filed as: FIFTH THIRD BANK Service code 19 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Securities Custodian | $25,776 |
OFI GLOBAL TRUST COMPANY4+ years Service code 28 · EIN 13-3459790 | Investment Management | $24,214 |
WHITINGER & COMPANY LLC4+ years Service code 10 · EIN 35-0905017 | Accounting | $17,400 |
O'SULLIVAN ASSOCIATES4+ years Filed as: SULLIVAN, WARD, ASHER, & PATTON, PC Service code 29 · EIN 38-2384883 | Legal | $15,746 |
Service code 10 22260 HAGGERTY ROAD, STE 350 · NORTHVILLE, MI 48167 | Accounting | $14,478 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 1.64% | 10.27%-8.6pp | 10.56%-8.9pp | 53.27%-51.6pp |
| Employer contribution / active EE | $7,140 | $12,273-41.8% | $30,197-76.4% | $14,774-51.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |