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| Provider | Service type | Compensation |
|---|---|---|
FINDLAY DAVIES2+ years Service code 15 · EIN 34-1213174 1300 E. 9TH STREET · CLEVELAND, OH 44114 | Recordkeeping | $62,830 |
WARNER NORCROSS & JUDD LLP2+ years Filed as: WARNER NORCROSS & JUDD Service code 29 · EIN 38-1422647 2000 TOWN CENTER, SUITE 2700 · SOUTHFIELD, MI 48075 | Legal | $28,505 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 38-3311528 611 WOODWARD AVENUE · DETROIT, MI 48226 | Bank Trustee | $15,253 |
GREAT LAKES ADVISORS, LLC2+ years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 11 · EIN 38-2438760 37923 W. 12 MILE ROAD · FARMINGTON HILLS, MI 48331 | Actuarial | $5,550 |
Annual investment return 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 | $225,449-100.0% | $219,466-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.3%-50.3pp | 44.6%-44.6pp | 45.6%-45.6pp |
| Annual return | -7.07% | 4.17%-11.2pp | 5.00%-12.1pp | 4.16%-11.2pp |
| Employer contribution / active EE | $0 | $39,228-100.0% | $35,918-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |