Filed June 18, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 17 · EIN 34-1213174 | Pension Consulting | $125,716 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER CANFIELD PADDOCK Service code 29 150 WEST JEFFERSON STE 2500 · DETROIT, MI 48226 | Legal | $50,785 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE Service code 27 · EIN 13-4994650 | Advisory (Plan) | $21,000 |
COMERICA BANK2 years Filed as: COMERICA Service code 27 · EIN 38-1998421 | Advisory (Plan) | $19,838 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $19,725 |
FUND DIRECT ADVISORS2 years Filed as: FUND EVALUATION GROUP Service code 17 · EIN 01-0694771 | Pension Consulting | $12,916 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 26555 EVERGREEN RD · SOUTHFIELD, MI 48076 | Actuarial | $10,000 |
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 | $258,723-100.0% | $247,553-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 50.4%-50.4pp | 55.8%-55.8pp |
| Annual return | 6.91% | 34.49%-27.6pp | 32.33%-25.4pp | 24.44%-17.5pp |
| Employer contribution / active EE | $281,250 | $36,004+681.2% | $33,964+728.1% | $41,356+580.1% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |