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| Provider | Service type | Compensation |
|---|---|---|
CUNI, RUST & STRENK3+ years Service code 11 · EIN 31-1227755 | Actuarial | $295,875 |
BENESYS, INC.3+ years Service code 15 · EIN 38-2383171 | Recordkeeping | $244,122 |
SHUMAKER, LOOP & KENDRICK, LLP3+ years Service code 29 · EIN 34-4439491 | Legal | $238,928 |
INSURANCE OFFICE OF AMERICA2 years Service code 22 1855 WEST STATE RD 434 · LONGWOOD, FL 32750 | Insurance Broker | $158,015 |
THE SEGAL COMPANY1 year Service code 16 · EIN 13-1975125 | Consulting | $112,117 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $102,917 |
FOUNDRY PARTNERS3+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $96,094 |
C.S. MCKEE, L.P.3+ years Filed as: CS MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $63,652 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN GRAPHICS PRINTING CO. Service code 49 34895 GROESBECK HWY · CLINTON TWP, MI 48035 | Other Services | $49,910 |
Service code 28 · EIN 04-2929221 | Investment Management | $46,203 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 9.97% | 12.33%-2.4pp | 8.32%+1.7pp | 17.84%-7.9pp |
| Employer contribution / active EE | $10,265 | $11,641-11.8% | $30,793-66.7% | $14,688-30.1% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |