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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 83-2454243 5600 NEW KING DRIVE · TROY, MI 48098 | Contract Administrator | $74,340 |
BOLTON PARTNERS, INC.10+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 22-3502478 | Actuarial | $50,000 |
THE SEGAL COMPANY10+ years Filed as: SEGAL ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $41,083 |
MENGEL, METZGER, BARR & CO. LLP10+ years Filed as: MENGEL METZGER BARR & CO Service code 10 · EIN 16-1092347 | Accounting | $29,064 |
BLITMAN & KING10+ years Service code 29 · EIN 16-1047304 | Legal | $26,973 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHEVY CHASE TRUST Service code 21 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Bank Trustee | $21,021 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,224-100.0% | $82,130-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 2.9%-2.9pp |
| Annual return | 5.08% | 9.01%-3.9pp | 8.99%-3.9pp | 8.39%-3.3pp |
| Employer contribution / active EE | $14,157 | $13,944+1.5% | $25,171-43.8% | $18,340-22.8% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,134-100.0% | $200-100.0% |