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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $97,210 |
Filed as: MORGAN STANLEY-GRAYSTONE CONSULTING Service code 28 · EIN 36-3145972 | Investment Management | $87,226 |
BENESYS, INC.2+ years Service code 13 · EIN 32-2383171 | Contract Administrator | $60,924 |
SHUMAKER, LOOP & KENDRICK, LLP2+ years Filed as: SHUMAKER LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $51,834 |
Filed as: HAMILTON CAPITAL MANAGEMENT Service code 51 · EIN 52-2344187 | Investment Mgmt Fees | $44,974 |
BENESYS, INC.1 year Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $44,000 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART PARTNERS, INC. Service code 51 · EIN 39-1711628 | Investment Mgmt Fees | $21,257 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN GRAPHICS PRINTING CO. Service code 49 34895 GROESBECK HWY. · CLINTON TWP, MI 48035 | Other Services | $10,392 |
LUBLINSUSSMAN GROUP, LLP2+ years Service code 10 · EIN 34-1087273 | Accounting | $9,000 |
MACQUEEN INSURANCE GROUP2+ years Service code 23 · EIN 20-0495393 | Insurance services | $8,711 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 7.50% | 11.78%-4.3pp | 8.32%-0.8pp | 23.90%-16.4pp |
| Employer contribution / active EE | $16,272 | $11,309+43.9% | $30,793-47.2% | $16,539-1.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |