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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Filed as: BENESYS, INC Service code 10 · EIN 38-6058023 | Accounting | $29,317 |
ASHER KELLY1 year Service code 29 25800 NORTHWESTERN HIGHWAY · FARMINGTON HILLS, MI 48075 | Legal | $17,815 |
Filed as: MORGAN STANLEY Service code 19 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Securities Custodian | $15,274 |
Filed as: WRUBEL, WESLEY & CO CPAS Service code 10 · EIN 38-2574238 | Accounting | $5,100 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,410 | $88,479-97.3% | $96,538-97.5% | $80,169-97.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 7.16% | 22.53%-15.4pp | 35.74%-28.6pp | 40.39%-33.2pp |
| Employer contribution / active EE | $1,709 | $4,177-59.1% | $3,740-54.3% | $2,978-42.6% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $60 | $211-71.5% | $6,737-99.1% | $145-58.4% |