Filed June 18, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE Service code 27 · EIN 13-4994650 | Advisory (Plan) | $363,462 |
USI CONSULTING GROUP3 years Service code 17 · EIN 34-1213174 | Pension Consulting | $320,800 |
COMERICA BANK3 years Filed as: COMERICA Service code 27 · EIN 38-1998421 | Advisory (Plan) | $24,872 |
FUND DIRECT ADVISORS3 years Filed as: FUND EVALUATION GROUP Service code 17 · EIN 01-0694771 | Pension Consulting | $22,383 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 26555 EVERGREEN RD · SOUTHFIELD, MI 48076 | Actuarial | $20,000 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $18,438 |
MILLER KAPLAN ARASE LLP3 years Filed as: MILLER CANFIELD PADDOCK Service code 29 150 WEST JEFFERSON STE 2500 · DETROIT, MI 48226 | Legal | $15,562 |
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 | $340,249-100.0% | $329,695-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 51.3%-51.3pp | 43.4%-43.4pp | 43.7%-43.7pp |
| Annual return | -0.33% | 10.01%-10.3pp | 9.82%-10.2pp | 13.05%-13.4pp |
| Employer contribution / active EE | $0 | $31,912-100.0% | $30,322-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,365-100.0% |