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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN2+ years Filed as: ARNOLD,NEWBOLD,WINTER, JACKS Service code 29 · EIN 43-1174269 | Legal | $167,164 |
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1975125 | Actuarial | $93,109 |
MUNDER CAPITAL MANAGEMENT2+ years Service code 28 4900 TIEDEMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $67,838 |
BENEFITS MANAGEMENT GROUP, INC.2+ years Filed as: BENEFITS MANAGEMENT GROUP INC. Service code 14 · EIN 20-0188125 | Plan Administrator | $66,100 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 20 · EIN 36-3555078 | Trustee (individual) | $58,547 |
BMO HARRIS BANK NA1 year Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 27 · EIN 36-3673844 | Advisory (Plan) | $53,772 |
BOSTON TRUST WALDEN COMPANY2+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO Service code 19 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Securities Custodian | $51,562 |
AB FUNDS2+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $51,224 |
BENESYS, INC.2+ years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $32,000 |
COMERICA BANK2+ years Filed as: COMERICA Service code 18 · EIN 36-6066902 | Investment management; Other fees; Fl... | $22,151 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 6.91% | 6.13%+0.8pp | 4.74%+2.2pp | 9.19%-2.3pp |
| Employer contribution / active EE | $7,600 | $10,206-25.5% | $36,089-78.9% | $12,608-39.7% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |