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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $69,910 |
TELEMUS FINANCIAL LIFE MGMT1+ years Filed as: TELEMUS CAPITAL, LLC Service code 17 · EIN 46-3011400 | Pension Consulting | $56,933 |
BUTZEL LONG1+ years Service code 29 · EIN 38-2384883 | Legal | $20,157 |
COMERICA BANK1+ years Filed as: COMERICA Service code 18 · EIN 42-1741646 | Other services; Float revenue; Truste... | $18,679 |
Filed as: LATEEF INVESTMENT MANAGEMENT, LP Service code 28 · EIN 94-6330378 | Investment Management | $17,169 |
NUVEEN1+ years Filed as: NGAM ADVISORS, LP Service code 28 399 BOYLSTON STREET · BOSTON, MA 02116 | Investment Management | $15,317 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $12,550 |
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Annual investment return 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 | $25,208-100.0% | $115,507-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 3.5%-3.5pp | 42.8%-42.8pp | 12.6%-12.6pp |
| Annual return | -4.30% | 3.08%-7.4pp | 4.07%-8.4pp | 4.56%-8.9pp |
| Employer contribution / active EE | $29,467 | $13,461+118.9% | $45,149-34.7% | $15,526+89.8% |
| Participant deferral / active EE | $0 | $34-100.0% | $92-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,203-100.0% | $203,571-100.0% | $1,711-100.0% |