Filed March 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $1,092,694 |
Service code 13 · EIN 38-2716869 | Contract Administrator | $506,737 |
WARNER NORCROSS & JUDD LLP6+ years Filed as: WARNER, NORCROSS, & JUDD LLP Service code 29 · EIN 38-1422647 | Legal | $497,542 |
MERCER3 years Filed as: MERCER, INC. Service code 11 · EIN 13-2834414 | Actuarial | $352,633 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $180,550 |
Filed as: SEYFERTHPR + ASSOC DBA SEYFERTHPR Service code 49 · EIN 38-2540485 | Other Services | $105,641 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS (US) LTD Service code 49 · EIN 52-1883918 | Other Services | $83,250 |
PLANTE & MORAN, PLLC6+ years Service code 10 · EIN 38-1357951 | Accounting | $29,000 |
Filed as: ELLIOTT INVESTMENT MANAGEMENT LP Service code 28 · EIN 84-3339129 | Investment Management | $23,900 |
FOREMOST COMMUNICATIONS2 years Filed as: FOREMOST GRAPHICS GROUP LLC Service code 36 · EIN 38-3213304 | Other services; Direct payment from t... | $15,515 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $97,450-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 41.9%-41.9pp | 3.7%-3.7pp |
| Annual return | 23.14% | 15.63%+7.5pp | 10.56%+12.6pp | 15.63%+7.5pp |
| Employer contribution / active EE | $3,721 | $11,476-67.6% | $28,542-87.0% | $11,476-67.6% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $484-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1,464-100.0% | $429-100.0% |