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| Provider | Service type | Compensation |
|---|---|---|
FINDLAY DAVIES1+ years Service code 15 · EIN 34-1213174 1300 E. 9TH STREET · CLEVELAND, OH 44114 | Recordkeeping | $16,563 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 38-3311528 611 WOODWARD AVENUE · DETROIT, MI 48226 | Bank Trustee | $13,960 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 CHURCH STREET · FLINT, MI 48503 | Accounting | $9,050 |
GREAT LAKES ADVISORS, LLC1+ years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 11 · EIN 38-2438760 37923 W. 12 MILE ROAD · FARMINGTON HILLS, MI 48331 | Actuarial | $8,570 |
WARNER NORCROSS & JUDD LLP1+ years Filed as: WARNER NORCROSS & JUDD Service code 29 · EIN 38-1422647 2000 TOWN CENTER, SUITE 2700 · SOUTHFIELD, MI 48075 | Legal | $8,307 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $224,372-100.0% | $219,333-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 47.3%-47.3pp | 42.3%-42.3pp | 48.7%-48.7pp |
| Annual return | -3.82% | -2.14%-1.7pp | -2.01%-1.8pp | -2.16%-1.7pp |
| Employer contribution / active EE | $2,740 | $37,296-92.7% | $34,453-92.0% | $42,949-93.6% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |