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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 12 500 EAST EISENHOWER PARKWAY · ANN ARBOR, MI 48108 | Claims processing; Direct payment fro... | $23,468 |
TCI WEALTH ADVISORS INC3 years Filed as: TCI WEALTH ADVISORS Service code 12 6929 E. GREENWAY PKWY · SCOTTSDALE, AZ 85254 | Claims processing; Direct payment fro... | $11,060 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 12 2001 COMMONWEALTH BLVD · ANN ARBOR, MI 48105 | Direct payment from the plan; Claims ... | $9,449 |
THURSTON SPRINGER MILLER1 year Filed as: THURSTON SPRINGER FINANCIAL Service code 12 9000 KEYSTONE XING · INDIANAPOLIS, IN 46240 | Direct payment from the plan; Claims ... | $6,468 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 12 800 LASALLE AVENUE · MINNEAPOLIS, MN 55402 | Direct payment from the plan; Claims ... | $6,053 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,480 | $52,967+286.1% | $172,753+18.4% | $65,186+213.7% |
| Participation rate | 95.0% | 66.2%+28.8pp | 82.6%+12.4pp | 70.2%+24.8pp |
| Annual return | 19.89% | 30.12%-10.2pp | 803.00%-783.1pp | 29.39%-9.5pp |
| Employer contribution / active EE | $7,533 | $2,190+243.9% | $5,144+46.5% | $2,177+246.1% |
| Participant deferral / active EE | $5,400 | $2,471+118.6% | $5,198+3.9% | $3,514+53.7% |
| Admin fee / account holder | $543 | $472+15.1% | $13,956-96.1% | $847-35.9% |