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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE CONSULTING/MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $833,940 |
ZENITH AMERICAN SOLUTIONS3+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $483,958 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $78,390 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $78,283 |
COMERICA BANK2 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $67,149 |
THOMPSON HINE2 years Filed as: THE THOMPSON GROUP Service code 22 · EIN 45-5436292 | Insurance Broker | $44,048 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $32,000 |
Filed as: PAUL T. BERKOWITZ Service code 29 · EIN 36-3780998 | Legal | $29,185 |
L.M. HENDERSON & COMPANY, LLP3+ years Filed as: LM HENDERSON Service code 10 · EIN 20-5520612 | Accounting | $21,801 |
BENESYS, INC.3+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $18,000 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 10.16% | -0.94%+11.1pp | -2.18%+12.3pp | 33.37%-23.2pp |
| Employer contribution / active EE | $11,729 | $12,464-5.9% | $38,751-69.7% | $11,253+4.2% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |