Plan Snapshot
- Plan Sponsor: Eversight
- Sponsor EIN: 382117115
- Sponsor Address: 3985 RESEARCH PARK DR, ANN ARBOR, MI, 481082282
- Plan Type: 403(b)
- Total Participants: 160
- Total Assets: $26.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 160 | $26.2M | $528,117 | $542,650 |
| 2023 | 159 | $23.1M | $561,475 | $548,115 |
| 2022 | 124 | $19.9M | $515,392 | $574,303 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CAPTRUST | Other Service Provider | $29,434 | — | $29,434 |
| TIAA | Other Service Provider | $18,981 | — | $18,981 |
| RETIREMENT PLAN AUDIT SERVICES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CAPTRUST — Other Service Provider
- TIAA — Other Service Provider
- RETIREMENT PLAN AUDIT SERVICES, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,415
- Estimated Expense Ratio: 0.185% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $48,415 | $29,434 | $18,981 | — | — |
| 2023 | $23,591 | $8,905 | $14,686 | — | — |
| 2022 | $31,542 | — | $31,542 | — | — |