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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 | Contract Administrator | $206,178 |
NATIONAL INVESTMENT SERVICES3+ years Service code 28 · EIN 80-0169636 | Investment Management | $185,893 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $111,411 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $83,944 |
PNC BANK, N.A.2 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 22-1146430 | Bank Trustee | $60,032 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $45,992 |
JOHNSON & KROL, LLC3+ years Filed as: JOHNSON AND KROL Service code 29 · EIN 36-4342024 | Legal | $41,267 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN GRAPHIC PRINTING CO. Service code 36 34895 GROESBECK HWY · TOWNSHIP OF CLINTON, MI 48035 | Copying and duplicating; Direct payme... | $5,406 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 9.05% | -0.94%+10.0pp | -2.18%+11.2pp | 33.37%-24.3pp |
| Employer contribution / active EE | $23,008 | $12,464+84.6% | $38,751-40.6% | $11,253+104.5% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |