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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Filed as: BENESYS INC Service code 14 · EIN 38-3507129 700 TOWER DRIVE SUITE 300 · TROY, MI 48098 | Plan Administrator | $295,471 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN Service code 27 · EIN 31-6243988 9300 WARD PARKWAY · KANSAS CITY, MO 641143317 | Advisory (Plan) | $127,200 |
ALAN BILLER & ASSOCIATES3+ years Filed as: ALAN D. BILLER Service code 20 · EIN 94-2854958 535 MIDDLEFIELD ROAD SUITE 230 · MENLO PARK, CA 94025 | Trustee (individual) | $83,285 |
ARROWSTREET CAPITAL3+ years Service code 21 · EIN 04-3472863 200 CLARENDON STREET, 30TH FLOOR · BOSTON, MA 02116 | Bank Trustee | $81,191 |
PANAGORA ASSET MANAGEMENT3+ years Filed as: PANAGORA ASSET MANAGEMENT, INC Service code 21 · EIN 04-3183235 PO BOX 27810 · NEW YORK, NY 100877810 | Bank Trustee | $77,203 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 22-2232264 101 NORTH WACKER DRIVE, SUITE 500 · CHICAGO, IL 606061724 | Actuarial | $75,941 |
O'SULLIVAN ASSOCIATES3+ years Filed as: SULLIVAN, WARD, ASHER & PATTON, PC Service code 29 · EIN 38-1880608 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 480751000 | Legal | $68,827 |
SOUTHERN SUN ASSET MANAGEMENT3+ years Service code 21 · EIN 27-2990431 6070 POPLAR AVENUE SUITE 300 · MEMPHIS, TN 38119 | Bank Trustee | $63,338 |
MACQUEEN INSURANCE GROUP3+ years Service code 23 · EIN 20-0495393 2191 TWELVE MILE ROAD · BERKLEY, MI 48072 | Insurance services | $20,438 |
WALTER, BOESKY & ASSOCIATES, PC3+ years Service code 10 · EIN 38-3629743 17320 W 12 MILE ROAD SUITE 200 · SOUTHFIELD, MI 48076 | Accounting | $18,960 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 12.93% | 12.92%0pp | 10.36%+2.6pp | 17.84%-4.9pp |
| Employer contribution / active EE | $21,215 | $14,070+50.8% | $37,738-43.8% | $14,688+44.4% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |