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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZACKS CAPITAL MANAGEMENT Service code 28 · EIN 36-3792197 | Investment Management | $119,555 |
MUNDER CAPITAL MANAGEMENT3+ years Service code 28 · EIN 38-3212521 | Investment Management | $100,961 |
WATKINS ROSS3+ years Filed as: WATKINS ROSS & COMPANY Service code 11 · EIN 38-1477362 | Actuarial | $58,211 |
COMERICA BANK3+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $27,606 |
STANDARD VALUATIONS3+ years Filed as: STANDARD VALUATION Service code 17 · EIN 41-1327339 | Pension Consulting | $26,000 |
Service code 10 · EIN 13-2600875 | Accounting | $25,292 |
VARNUM LLP3+ years Filed as: VARNUM ATTORNEY AT LAW Service code 29 · EIN 38-1294924 | Legal | $22,274 |
DELTA CAPITAL MANAGEMENT LLC3+ years Filed as: DELTA CAPITAL MANAGEMENT, LLC Service code 28 420 LEXINGTON STE 1633 · NEW YORK, NY 10170 | Investment Management | $18,555 |
Service code 10 · EIN 38-2284921 | Accounting | $16,850 |
KEY BANK NATIONAL ASSOCIATION3+ years Service code 28 · EIN 34-6881356 | Investment Management | $7,558 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.33% | 11.78%+1.5pp | 8.32%+5.0pp | 23.90%-10.6pp |
| Employer contribution / active EE | $9,480 | $11,309-16.2% | $30,793-69.2% | $16,539-42.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |