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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.8+ years Service code 15 · EIN 38-2383171 | Recordkeeping | $203,175 |
CUNI, RUST & STRENK8+ years Service code 11 · EIN 31-1227755 | Actuarial | $184,800 |
FOUNDRY PARTNERS8+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $171,903 |
SHUMAKER, LOOP & KENDRICK, LLP8+ years Service code 29 · EIN 34-4439491 | Legal | $115,980 |
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $96,979 |
C.S. MCKEE, L.P.8+ years Filed as: CS MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $96,649 |
ACADIAN ASSET MANAGEMENT LLC4 years Filed as: ACADIAN GLOBAL MANAGED VOL EQ FUND Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $49,847 |
PNC BANK, N.A.8+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 · EIN 25-1211909 | Securities Custodian | $36,710 |
CLARK, SCHAEFER, HACKETT & CO.8+ years Service code 10 · EIN 31-0800053 | Accounting | $33,910 |
AMERICAN REALTY ADVISORS7 years Filed as: AMERICAN GRAPHICS PRINTING CO. Service code 49 34895 GROESBECK HWY · CLINTON TWP, MI 48035 | Other Services | $9,762 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -11.81% | -7.95%-3.9pp | -5.85%-6.0pp | 23.41%-35.2pp |
| Employer contribution / active EE | $10,835 | $13,972-22.5% | $31,839-66.0% | $12,650-14.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |