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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZACKS CAPITAL MANAGEMENT Service code 28 · EIN 36-3792197 | Investment Management | $165,315 |
WATKINS ROSS10+ years Filed as: WATKINS ROSS & COMPANY Service code 11 · EIN 38-1477362 | Actuarial | $130,623 |
MUNDER CAPITAL MANAGEMENT10+ years Service code 28 · EIN 38-3212521 | Investment Management | $80,569 |
YOUSIF CAPITAL MANAGEMENT2 years Service code 28 39533 WOODWARD AVE, 100 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $54,450 |
COMERICA BANK10+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $39,203 |
DELTA CAPITAL MANAGEMENT LLC10+ years Filed as: DELTA CAPITAL MANAGEMENT, LLC Service code 28 420 LEXINGTON, STE 1633 · NEW YORK, NY 10170 | Investment Management | $37,941 |
VARNUM LLP10+ years Filed as: VARNUM ATTORNEY AT LAW Service code 29 · EIN 38-1294924 | Legal | $36,767 |
Filed as: TIC MIDWEST Service code 10 · EIN 13-2600875 | Accounting | $34,317 |
STANDARD VALUATIONS10+ years Filed as: STANDARD VALUATION Service code 17 · EIN 41-1327339 | Pension Consulting | $26,000 |
KEY BANK NATIONAL ASSOCIATION10+ years Service code 28 · EIN 34-6881356 | Investment Management | $8,432 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.59% | 11.08%+2.5pp | 8.10%+5.5pp | 8.76%+4.8pp |
| Employer contribution / active EE | $12,824 | $13,910-7.8% | $28,649-55.2% | $16,650-23.0% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |