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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT6 years Filed as: ASB ALLEGIANCE INVESTMENTS, LLC Service code 28 · EIN 52-6257033 | Investment Management | $127,792 |
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 15 | Recordkeeping | $104,182 |
ARNOLD & KADJAN8+ years Filed as: ARNOLD, NEWBOLD, WINTER, JACKSON,PC Service code 29 · EIN 43-1174269 | Legal | $44,547 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
COMERICA BANK8+ years Filed as: COMERICA Service code 28 · EIN 42-1741646 | Investment Management | $21,207 |
MATRIX TRUST COMPANY4 years Service code 19 | Securities Custodian | $19,273 |
DEBOER & ASSOCIATES, PC1 year Service code 10 · EIN 47-0836395 | Accounting | $14,500 |
WILSON-MCSHANE CORPORATION6 years Service code 14 · EIN 41-0956552 | Plan Administrator | $6,000 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,237 | $76,774-30.7% | $112,270-52.6% | $77,906-31.7% |
| Participation rate | 98.9% | 80.2%+18.7pp | 75.1%+23.8pp | 73.7%+25.2pp |
| Annual return | -8.92% | -10.25%+1.3pp | 27.49%-36.4pp | 12.16%-21.1pp |
| Employer contribution / active EE | $4,916 | $3,977+23.6% | $3,635+35.2% | $2,846+72.7% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $190 | $239-20.5% | $6,411-97.0% | $133+43.3% |