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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $1,094,882 |
REINHART BOERNER VAN DEUREN S.C.7+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $289,739 |
BENESYS, INC.7+ years Service code 10 · EIN 38-2383171 | Accounting | $234,315 |
BENESYS, INC.7+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $116,590 |
COMERICA BANK6 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $81,612 |
JOHNSON & KROL, LLC2 years Filed as: JOHNSON AND KROL Service code 29 · EIN 36-4342024 | Legal | $35,508 |
LEGACY PROFESSIONALS LLP5 years Service code 10 · EIN 32-0043599 | Accounting | $35,000 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN GRAPHICS Service code 36 34895 GROESBECK HWY · CLINTON TOWNSHIP, MI 48035 | Copying and duplicating | $30,321 |
REGIONS BANK6 years Service code 21 10869 PENDLETON PIKE · INDIANAPOLIS, IN 46236 | Bank Trustee | $21,679 |
L.M. HENDERSON & COMPANY, LLP7+ years Filed as: LM HENDERSON Service code 10 · EIN 20-5520612 | Accounting | $20,294 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | 7.26% | -7.95%+15.2pp | -5.85%+13.1pp | 23.41%-16.2pp |
| Employer contribution / active EE | $9,569 | $13,972-31.5% | $31,839-69.9% | $12,650-24.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |