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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $293,610 |
BCBS OF MI5+ years Service code 22 · EIN 38-2069753 | Insurance Broker | $233,564 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $200,000 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $110,271 |
BESTCO BENEFIT PLANS5+ years Service code 23 · EIN 06-1490685 | Insurance services; Direct payment fr... | $62,720 |
DELTA DENTAL2 years Service code 12 · EIN 38-1791480 | Claims processing; Contract Administr... | $8,586 |
CLIFTONLARSONALLEN LLP1 year Service code 21 · EIN 41-0746749 | Bank Trustee | $7,143 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $317,036-100.0% | - | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 13.0%-13.0pp |
| Annual return | 17.96% | 15.86%+2.1pp | 13.45%+4.5pp | 13.59%+4.4pp |
| Employer contribution / active EE | $2,613 | $23,357-88.8% | $26,057-90.0% | $14,592-82.1% |
| Participant deferral / active EE | $0 | $87-100.0% | $181-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | - | $29,657-100.0% |