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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: GRAYSTONE CONSULTING/MORGAN STANLEY Service code 19 · EIN 36-3145972 | Securities Custodian | $829,774 |
BENESYS, INC.4+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $170,405 |
ZENITH AMERICAN SOLUTIONS4+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $105,804 |
REINHART BOERNER VAN DEUREN S.C.4+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $105,426 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $76,300 |
COMERICA BANK3 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $65,978 |
THOMPSON HINE3 years Filed as: THE THOMPSON GROUP Service code 22 · EIN 45-5436292 | Insurance Broker | $43,229 |
Filed as: PAUL T. BERKOWITZ Service code 29 · EIN 36-3780998 | Legal | $42,079 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $33,000 |
L.M. HENDERSON & COMPANY, LLP4+ years Filed as: LM HENDERSON Service code 10 · EIN 20-5520612 | Accounting | $17,809 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 3.97% | 14.29%-10.3pp | 14.64%-10.7pp | 21.83%-17.9pp |
| Employer contribution / active EE | $8,636 | $12,083-28.5% | $41,831-79.4% | $12,237-29.4% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |