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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 15 · EIN 20-8764829 | Recordkeeping | $855,310 |
BENESYS, INC.5+ years Service code 10 · EIN 38-2383171 | Accounting | $219,069 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $83,335 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $72,325 |
COMERICA BANK4 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $69,033 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $34,000 |
L.M. HENDERSON & COMPANY, LLP5+ years Filed as: LM HENDERSON Service code 10 · EIN 20-5520612 | Accounting | $21,339 |
Filed as: PAUL T. BERKOWITZ Service code 29 · EIN 36-3780998 | Legal | $20,790 |
REGIONS BANK4 years Service code 21 10869 PENDLETON PIKE · INDIANAPOLIS, IN 46236 | Bank Trustee | $18,724 |
THOMPSON HINE4 years Filed as: THE THOMPSON GROUP Service code 22 · EIN 45-5436292 | Insurance Broker | $0 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | -5.63% | 6.82%-12.5pp | 8.01%-13.6pp | 12.86%-18.5pp |
| Employer contribution / active EE | $8,775 | $12,695-30.9% | $29,476-70.2% | $13,687-35.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |