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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Filed as: BENESYS INC Service code 14 · EIN 38-3507129 700 TOWER DRIVE SUITE 300 · TROY, MI 48098 | Plan Administrator | $297,176 |
ARROWSTREET CAPITAL4+ years Service code 21 · EIN 04-3472863 200 CLARENDON STREET, 30TH FLOOR · BOSTON, MA 02116 | Bank Trustee | $162,270 |
PANAGORA ASSET MANAGEMENT4+ years Filed as: PANAGORA ASSET MANAGEMENT, INC Service code 21 · EIN 04-3183235 PO BOX 27810 · NEW YORK, NY 100877810 | Bank Trustee | $117,112 |
O'SULLIVAN ASSOCIATES4+ years Filed as: SULLIVAN, WARD, ASHER & PATTON, PC Service code 29 · EIN 38-1880608 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 480751000 | Legal | $74,776 |
SOUTHERN SUN ASSET MANAGEMENT4+ years Service code 21 · EIN 27-2990431 6070 POPLAR AVENUE SUITE 300 · MEMPHIS, TN 38119 | Bank Trustee | $67,213 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 20 · EIN 26-1429809 255 STATE STREET · BOSTON, MA 02109 | Direct payment from the plan; Trustee... | $56,250 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN Service code 27 · EIN 31-6243988 9300 WARD PARKWAY · KANSAS CITY, MO 641143317 | Advisory (Plan) | $54,286 |
Filed as: STROME ACTUARIAL SERVICES LLC Service code 11 31313 NORTHWESTERN HWY, SUITE 114 · FARMINGTON HILLS, MI 48334 | Actuarial | $38,234 |
ALAN BILLER & ASSOCIATES4+ years Filed as: ALAN D. BILLER Service code 20 · EIN 94-2854958 535 MIDDLEFIELD ROAD SUITE 230 · MENLO PARK, CA 94025 | Direct payment from the plan; Trustee... | $33,510 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 40 EAST 52ND STREET · NEW YORK, NY 10022 | Bank Trustee | $30,919 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -2.64% | -0.94%-1.7pp | -2.18%-0.5pp | 33.37%-36.0pp |
| Employer contribution / active EE | $21,844 | $12,464+75.3% | $38,751-43.6% | $11,253+94.1% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |