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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $26,113 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $19,965 |
VERUS2 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $15,000 |
Service code 29 · EIN 94-2576729 | Legal | $8,382 |
COMERICA BANK1 year Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $5,632 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,210 | $56,443-32.3% | $83,831-54.4% | $55,725-31.4% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 8.69% | 393.67%-385.0pp | 850.99%-842.3pp | 244.93%-236.2pp |
| Employer contribution / active EE | $4,524 | $2,682+68.7% | $3,631+24.6% | $2,078+117.7% |
| Participant deferral / active EE | $898 | $2,965-69.7% | $4,082-78.0% | $3,356-73.2% |
| Admin fee / account holder | $175 | $156+12.1% | $5,479-96.8% | $115+52.1% |