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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZACKS CAPITAL MANAGEMENT Service code 28 · EIN 36-3792197 | Investment Management | $101,529 |
MUNDER CAPITAL MANAGEMENT2+ years Service code 28 · EIN 38-3212521 | Investment Management | $96,899 |
WATKINS ROSS2+ years Filed as: WATKINS ROSS & COMPANY Service code 11 · EIN 38-1477362 | Actuarial | $84,116 |
VARNUM LLP2+ years Filed as: VARNUM ATTORNEY AT LAW Service code 29 · EIN 38-1294924 | Legal | $39,989 |
STANDARD VALUATIONS2+ years Filed as: STANDARD VALUATION Service code 17 · EIN 41-1327339 | Pension Consulting | $26,000 |
COMERICA BANK2+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $25,742 |
TIC INTERNATIONAL CORPORATION2+ years Filed as: TIC INTERNAITOANL CORPORATION Service code 10 · EIN 13-2600875 | Accounting | $23,644 |
Service code 10 · EIN 38-2284921 | Accounting | $16,350 |
Filed as: DELTA CAPITAL MANAGEENT, LLC Service code 28 420 LEXINGTON STE 1633 · NEW YORK, NY 10170 | Investment Management | $15,560 |
KEY BANK NATIONAL ASSOCIATION2+ years Service code 28 · EIN 34-6881356 | Investment Management | $7,556 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 5.48% | 3.49%+2.0pp | 4.16%+1.3pp | 7.18%-1.7pp |
| Employer contribution / active EE | $10,411 | $11,083-6.1% | $29,966-65.3% | $13,095-20.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |