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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 83-2454243 5600 NEW KING DRIVE · TROY, MI 48098 | Contract Administrator | $76,800 |
BOLTON PARTNERS, INC.9+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 22-3502478 | Actuarial | $55,000 |
THE SEGAL COMPANY9+ years Filed as: SEGAL ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $36,083 |
BLITMAN & KING9+ years Service code 29 · EIN 16-1047304 | Legal | $35,405 |
MENGEL, METZGER, BARR & CO. LLP9+ years Filed as: MENGEL METZGER BARR & CO Service code 10 · EIN 16-1092347 | Accounting | $27,014 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: CHEVY CHASE TRUST Service code 21 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Bank Trustee | $26,342 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 5.56% | 11.01%-5.5pp | 8.10%-2.5pp | 7.66%-2.1pp |
| Employer contribution / active EE | $14,509 | $13,413+8.2% | $28,665-49.4% | $20,614-29.6% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |