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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 14 700 TOWER DRIVE, SUITE 300 · TROY, MI 48098 | Plan Administrator | $715,195 |
Filed as: BNYM INVST ADVISOR (WALTER SCOTT) Service code 28 · EIN 13-5673135 | Investment Management | $534,944 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $515,115 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $349,836 |
REINHART BOERNER VAN DEUREN S.C.7+ years Filed as: REINHART BOERNER & VAN DEUREN, SC Service code 29 · EIN 39-1126909 | Legal | $283,220 |
NATIONAL INVESTMENT SERVICES7+ years Filed as: NATIONAL INVESTMENT SERVICES INC. Service code 28 · EIN 84-3937993 | Investment Management | $207,392 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $189,583 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $184,042 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO., INC. Service code 28 · EIN 39-6037917 | Investment Management | $183,231 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 28 · EIN 88-0612424 | Investment Management | $173,038 |
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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 | $2,456,633-100.0% | $65,170-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 1.5%-1.5pp |
| Annual return | -8.43% | -14.77%+6.3pp | 7.07%-15.5pp | 23.41%-31.8pp |
| Employer contribution / active EE | $2,743 | $4,290-36.1% | $34,847-92.1% | $12,650-78.3% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $51-100.0% | $14,884-100.0% |