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| Provider | Service type | Compensation |
|---|---|---|
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $270,746 |
FIDUCIENT ADVISORS LLC4 years Service code 16 · EIN 36-4001764 | Consulting | $236,551 |
THE SEGAL COMPANY10+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $207,375 |
P. FLASCH7 years Service code 14 · EIN 36-6488227 | Plan Administrator | $149,005 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $142,830 |
BAUM SIGMAN AUERBACH & NEUMAN, LTD10+ years Service code 29 · EIN 36-2744057 | Legal | $131,602 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, LLC Service code 49 · EIN 52-1796473 | Other Services | $125,006 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $122,884 |
L. GILLUND9 years Service code 30 · EIN 36-6488227 | Employee (plan); Direct payment from ... | $90,718 |
COMERICA BANK10+ years Filed as: COMERICA Service code 18 · EIN 42-1741646 | Custodial (securities); Other investm... | $83,782 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.92% | 10.33%-1.4pp | 8.10%+0.8pp | 9.30%-0.4pp |
| Employer contribution / active EE | $16,074 | $14,972+7.4% | $28,649-43.9% | $12,551+28.1% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |