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| Provider | Service type | Compensation |
|---|---|---|
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $545,515 |
BENESYS, INC.1+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $236,760 |
Service code 14 · EIN 94-3053367 | Plan Administrator | $123,381 |
COMERICA BANK1+ years Service code 18 · EIN 42-1741646 | Shareholder servicing fees; Other ser... | $46,818 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,083 |
LEONARD CARDER, LLP1+ years Service code 29 · EIN 94-2819269 | Legal | $37,662 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $37,406 |
Service code 15 · EIN 94-6411032 | Recordkeeping | $10,411 |
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $8,065 |
STEPHEN HORN INSURANCE SERVICES1+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,418 | $55,516+115.1% | $75,784+57.6% | $59,188+101.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | -3.24% | -1.89%-1.3pp | 9.68%-12.9pp | 5.51%-8.7pp |
| Employer contribution / active EE | $7,670 | $2,604+194.6% | $3,323+130.8% | $2,098+265.6% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $393 | $110+256.8% | $5,300-92.6% | $92+325.7% |