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| Provider | Service type | Compensation |
|---|---|---|
VERUS4 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $57,714 |
BENESYS, INC.5+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $26,244 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $20,024 |
Service code 29 · EIN 94-2576729 | Legal | $8,217 |
COMERICA BANK3 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $6,117 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $37,898 | $91,517-58.6% | $101,275-62.6% | $73,412-48.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | -3.73% | 17.17%-20.9pp | 46.48%-50.2pp | 59.30%-63.0pp |
| Employer contribution / active EE | $6,704 | $2,877+133.0% | $3,660+83.2% | $2,234+200.1% |
| Participant deferral / active EE | $798 | $3,338-76.1% | $4,371-81.7% | $3,806-79.0% |
| Admin fee / account holder | $212 | $216-1.7% | $5,948-96.4% | $158+34.4% |