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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOLXSYS ADMINISTRATIVE SOLUTIONSLLC Service code 13 · EIN 82-2454243 5600 NEW KING ST, STE 330 · TROY, MI 48098 | Contract Administrator | $137,480 |
MANNING & NAPIER10+ years Filed as: MANNING AND NAPIER ADVISORS Service code 28 · EIN 16-0995736 | Investment Management | $136,583 |
NEWPORT INVESTMENTS10+ years Service code 28 · EIN 34-1625359 | Investment Management | $113,110 |
ANCORA ADVISORS10+ years Service code 28 · EIN 33-1033773 | Investment Management | $90,243 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES INC Service code 11 · EIN 35-2156428 | Actuarial | $52,200 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,000 |
GALLOVIC, GRANITO, & CO LTD8 years Service code 10 · EIN 34-1723186 | Accounting | $35,090 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: FIFTH THIRD BANK Service code 21 · EIN 34-4208980 | Bank Trustee | $28,286 |
MACALA & PIATT, LLC10+ years Filed as: MACALA & PIATTA, L.L.C. Service code 29 · EIN 34-1933033 | Legal | $21,303 |
PENSION ASSURANCE LLP10+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 52-1042410 | Insurance services | $21,090 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 7.52% | 11.01%-3.5pp | 8.10%-0.6pp | 7.65%-0.1pp |
| Employer contribution / active EE | $17,600 | $13,413+31.2% | $28,649-38.6% | $20,582-14.5% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |