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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL Service code 28 · EIN 36-3741067 | Investment Management | $48,305 |
Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 15 · EIN 52-1590516 | Recordkeeping | $44,165 |
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST COMPANY Service code 21 · EIN 30-0872552 | Bank Trustee | $42,174 |
SMITH GRAHAM1 year Filed as: SMITH, GRAHAM & CO. INV. ADVISORS Service code 28 · EIN 76-0301817 | Investment Management | $35,539 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $35,200 |
Service code 11 · EIN 04-2530412 | Actuarial | $31,950 |
Service code 13 · EIN 06-0811449 | Contract Administrator | $22,058 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROITMAN Service code 29 · EIN 04-2489114 | Legal | $20,016 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $12,171 |
COMERICA BANK3+ years Service code 19 · EIN 38-2702003 | Securities Custodian | $7,632 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 5.57% | 4.25%+1.3pp | -752.26%+757.8pp | 0.19%+5.4pp |
| Employer contribution / active EE | $12,663 | $11,906+6.4% | $31,802-60.2% | $13,763-8.0% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |