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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $988,851 |
BENESYS, INC.8+ years Service code 10 · EIN 38-2383171 | Accounting | $272,959 |
REINHART BOERNER VAN DEUREN S.C.8+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $168,654 |
BENESYS, INC.8+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $137,469 |
COMERICA BANK7 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $64,587 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN GRAPHICS Service code 36 34895 GROESBECK HWY · CLINTON TOWNSHIP, MI 48035 | Copying and duplicating | $37,953 |
LEGACY PROFESSIONALS LLP6 years Service code 10 · EIN 32-0043599 | Accounting | $35,000 |
REGIONS BANK7 years Service code 21 10869 PENDLETON PIKE · INDIANAPOLIS, IN 46236 | Bank Trustee | $21,635 |
JOHNSON & KROL, LLC3 years Filed as: JOHNSON AND KROL Service code 29 · EIN 36-4342024 | Legal | $18,129 |
L.M. HENDERSON & COMPANY, LLP8+ years Filed as: LM HENDERSON Service code 10 · EIN 20-5520612 | Accounting | $11,398 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 93.47% | 7.95%+85.5pp | 20.18%+73.3pp | 9.11%+84.4pp |
| Employer contribution / active EE | $9,957 | $14,684-32.2% | $29,108-65.8% | $12,231-18.6% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |