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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3 years Service code 10 · EIN 38-3507129 700 TOWER DRIVE SUITE 300 · TROY, MI 480982808 | Accounting | $312,616 |
Filed as: STROME ACTUARIAL SERVICES LLC Service code 11 31313 NORTHWESTERN HWY · FARMINGTON HILLS, MI 48334 | Actuarial | $132,954 |
NEPC, LLC7 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 255 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $90,000 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES & COMPANY Service code 19 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Securities Custodian | $75,917 |
ASHER KELLY1 year Service code 29 · EIN 84-3379113 25800 NORTHWESTERN HWY · SOUTHFIELD, MI 480751000 | Legal | $74,775 |
COMERICA BANK3 years Service code 19 · EIN 42-1741646 411 WEST LAFAYETTE · DETROIT, MI 48226 | Securities Custodian | $56,442 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JPMORGAN Service code 27 · EIN 31-6243988 9300 WARD PARKWAY · KANSAS CITY, MO 641113317 | Advisory (Plan) | $31,039 |
BULTYNCK & CO., P.L.L.C.2 years Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $28,100 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN GRAPHICS PRINTING INC. Service code 36 · EIN 38-2090031 1629 W LAFAYETTE BLVD · DETROIT, MI 482161927 | Copying and duplicating; Direct payme... | $17,070 |
NICKEL & SAPH, INC5 years Service code 22 · EIN 38-1799688 44 MACOMB PLACE · MOUNT CLEMENS, MI 48043 | Insurance Broker | $10,058 |
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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 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 | 5.06% | 10.33%-5.3pp | 8.10%-3.0pp | 9.30%-4.2pp |
| Employer contribution / active EE | $28,658 | $14,972+91.4% | $28,6490% | $12,551+128.3% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |