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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.9+ years Service code 15 · EIN 38-2383171 | Recordkeeping | $196,447 |
SHUMAKER, LOOP & KENDRICK, LLP9+ years Service code 29 · EIN 34-4439491 | Legal | $185,254 |
CUNI, RUST & STRENK9+ years Service code 11 · EIN 31-1227755 | Actuarial | $178,225 |
FOUNDRY PARTNERS9+ years Filed as: FOUNDRY PARTNERS, LLC Service code 29 · EIN 46-1184506 | Legal | $120,259 |
MARQUETTE ASSOCIATES9+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $95,000 |
C.S. MCKEE, L.P.9+ years Filed as: CS MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $64,180 |
ACADIAN ASSET MANAGEMENT LLC5 years Filed as: ACADIAN GLOBAL MANAGED VOL EQ FUND Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $38,149 |
PNC BANK, N.A.9+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 · EIN 25-1211909 | Securities Custodian | $28,441 |
CLARK, SCHAEFER, HACKETT & CO.9+ years Service code 10 · EIN 31-0800053 | Accounting | $26,502 |
AMERICAN REALTY ADVISORS8 years Filed as: AMERICAN GRAPHICS PRINTING CO. Service code 49 34895 GROESBECK HWY · CLINTON TWP, MI 48035 | Other Services | $4,344 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 90.24% | 7.95%+82.3pp | 20.18%+70.1pp | 9.11%+81.1pp |
| Employer contribution / active EE | $11,075 | $14,684-24.6% | $29,108-62.0% | $12,231-9.5% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |