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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 19 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Securities Custodian | $96,328 |
MERCER4 years Filed as: MERCER (US) INC. Service code 17 · EIN 13-2834414 21875 NETWORK PLACE · CHICAGO, IL 606731218 | Pension Consulting | $85,360 |
BUCK GLOBAL, LLC5 years Service code 11 · EIN 13-3954297 11 STANWIX STREET, SUITE 700 · PITTSBURGH, PA 15222 | Actuarial | $49,709 |
COMERICA BANK8+ years Service code 21 · EIN 42-1741646 411 W. LAFAYETTE · DETROIT, MI 48226 | Bank Trustee | $9,290 |
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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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.3%-12.3pp | 9.9%-9.9pp |
| Annual return | -16.42% | -3.51%-12.9pp | -5.12%-11.3pp | -5.25%-11.2pp |
| Employer contribution / active EE | $154,727 | $11,313+1267.7% | $31,020+398.8% | $15,161+920.6% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |