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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE BRICE GROUP/ MORGAN STANLEY Service code 28 34901 WOODWARD AVENUE, SUITE 300 · BIRMINGHAM, MI 48009 | Investment Management | $237,893 |
AON CONSULTING4+ years Service code 11 · EIN 22-2221888 | Actuarial | $92,759 |
COMERICA BANK4+ years Filed as: COMERICA BANK & TRUST Service code 18 101 NORTH MAIN STREET · ANN ARBOR, MI 48104 | Trustee (directed); Direct payment fr... | $18,271 |
Filed as: STURGIS BANK AND TRUST Service code 10 113-125 EAST CHICAGO ROAD · STURGIS, MI 49091 | Accounting | $12,605 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $12,000 |
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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 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 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -8.63% | -2.51%-6.1pp | -102.04%+93.4pp | -0.69%-7.9pp |
| Employer contribution / active EE | $0 | $11,346-100.0% | $36,232-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $2,247 | $324+593.9% | $48+4600.8% | $525+327.7% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |