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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT MANAGEMENT GROUP, INC Service code 13 · EIN 20-0188125 | Contract Administrator | $78,000 |
TED WINDSOR & ASSOCIATES3 years Service code 11 · EIN 36-4374704 | Actuarial | $28,426 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $25,588 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $25,378 |
COMERICA BANK2 years Service code 19 · EIN 42-1741646 | Securities Custodian | $25,212 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
MARCO CONSULTING GROUP3 years Filed as: MARCO, MCGUIRE & ARREOLA Service code 29 · EIN 88-4115449 | Legal | $21,019 |
LEGACY PROFESSIONALS LLP2 years Filed as: LEGACY PROFESSIONALS Service code 15 · EIN 32-0043599 | Recordkeeping | $9,474 |
NORTHERN TRUST COMPANY10+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $3,005 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 11.58% | 11.01%+0.6pp | 8.10%+3.5pp | 7.65%+3.9pp |
| Employer contribution / active EE | $24,270 | $13,413+80.9% | $28,649-15.3% | $20,582+17.9% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |