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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY HLDGS Service code 28 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10019 | Investment Management | $99,663 |
BENESYS, INC.1+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 700 TOWER DRIVE · TROY, MI 480982808 | Contract Administrator | $96,258 |
NOVARA, TESIJA & CATENACCI, PLLC1+ years Filed as: NOVARA, TESIJA, P.L.L.C. Service code 29 · EIN 38-3507129 200 TOWN CENTER, SUITE 2370 · SOUTHFIELD, MI 48075 | Legal | $67,873 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 NORTH MERIDIAN STREET · CARMEL, IN 460324529 | Actuarial | $40,950 |
HAMLIN CAPITAL MANAGEMENT, LLC1+ years Service code 27 · EIN 52-2344187 640 FIFTH AVENUE · NEW YORK, NY 10019 | Advisory (Plan) | $23,421 |
MALONEY & NOVOTNY LLC1+ years Filed as: MALONEY & NOVOTNY, LLC Service code 10 · EIN 34-0677006 4774 MUNSON STREET NW · CANTON, OH 44718 | Accounting | $20,000 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART PARTNERS, INC. Service code 27 · EIN 39-1711628 2817 SOUTH MILFORD ROAD · HIGHLAND, MI 48357 | Advisory (Plan) | $17,567 |
COMERICA BANK1+ years Service code 19 · EIN 38-0477375 P.O. BOX 75000 · DETROIT, MI 48275 | Securities Custodian | $12,095 |
SHEET METAL CONTROL BOARD1+ years Filed as: SHEET METAL WORKERS LCL 33 FB FUND Service code 49 · EIN 34-1398805 12515 CORPORATE DRIVE · PARMA, OH 44130 | Other Services | $10,786 |
MACALA & PIATT, LLC1+ years Service code 29 · EIN 34-1933033 601 SOUTH MAIN ST. · NORTH CANTON, OH 44720 | Legal | $7,907 |
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Employer contribution per participant 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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -0.64% | 3.49%-4.1pp | 4.16%-4.8pp | 7.18%-7.8pp |
| Employer contribution / active EE | $5,894 | $11,083-46.8% | $29,966-80.3% | $13,095-55.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |