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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $138,269 |
AON CONSULTING1+ years Service code 11 · EIN 22-2221888 | Actuarial | $68,797 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $21,480 |
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $14,800 |
COMERICA BANK1+ years Filed as: COMERICA BANK & TRUST Service code 18 101 NORTH MAIN STREET · ANN ARBOR, MI 48104 | Direct payment from the plan; Custodi... | $8,330 |
DYKEMA GOSSETT PLLC1+ years Service code 29 2723 SOUTH STATE STREET · ANN ARBOR, MI 48104 | Legal | $8,081 |
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Participant 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 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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | 4.98% | -0.96%+5.9pp | -2.01%+7.0pp | -0.60%+5.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $34,453-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $1,770 | $232+661.3% | $34+5121.3% | $416+325.8% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |