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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT5 years Filed as: ASB ALLEGIANCE INVESTMENTS, LLC Service code 28 · EIN 52-6257033 | Investment Management | $119,800 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 15 | Recordkeeping | $109,017 |
ARNOLD & KADJAN7+ years Filed as: ARNOLD, NEWBOLD, WINTER, JACKSON,PC Service code 29 · EIN 43-1174269 | Legal | $72,755 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
LWBJ, LLP7+ years Service code 10 · EIN 42-1462849 | Accounting | $27,684 |
COMERICA BANK7+ years Filed as: COMERICA Service code 28 · EIN 42-1741646 | Investment Management | $23,401 |
MATRIX TRUST COMPANY3 years Service code 19 | Securities Custodian | $18,852 |
WILSON-MCSHANE CORPORATION5 years Service code 14 · EIN 41-0956552 | Plan Administrator | $6,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,011 | $88,770-36.9% | $109,191-48.7% | $93,010-39.8% |
| Participation rate | 98.3% | 81.5%+16.9pp | 75.9%+22.5pp | 73.9%+24.4pp |
| Annual return | 9.91% | 60.64%-50.7pp | 25.76%-15.8pp | 158.70%-148.8pp |
| Employer contribution / active EE | $2,415 | $3,780-36.1% | $3,723-35.1% | $2,705-10.7% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $195 | $172+13.4% | $6,756-97.1% | $152+28.8% |