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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5+ years Filed as: BENESYS INC Service code 14 · EIN 38-3507129 700 TOWER DRIVE SUITE 300 · TROY, MI 48098 | Plan Administrator | $297,365 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN Service code 27 · EIN 31-6243988 9300 WARD PARKWAY · KANSAS CITY, MO 641143317 | Advisory (Plan) | $175,254 |
O'SULLIVAN ASSOCIATES5+ years Filed as: SULLIVAN, WARD, ASHER & PATTON, PC Service code 29 · EIN 38-1880608 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 480751000 | Legal | $115,441 |
PANAGORA ASSET MANAGEMENT5+ years Filed as: PANAGORA ASSET MANAGEMENT, INC Service code 21 · EIN 04-3183235 PO BOX 27810 · NEW YORK, NY 100877810 | Bank Trustee | $107,908 |
PENSION ASSURANCE LLP5+ years Filed as: PENSION BENEFIT GUARANTY Service code 23 · EIN 52-1042410 DEPT 77430 PO BOX 77000 · DETROIT, MI 482770430 | Insurance services | $92,326 |
NEPC, LLC2 years Filed as: NEPC LLC Service code 20 · EIN 26-1429809 255 STATE STREET · BOSTON, MA 02109 | Trustee (individual); Direct payment ... | $75,074 |
ARROWSTREET CAPITAL5+ years Service code 21 · EIN 04-3472863 200 CLARENDON STREET, 30TH FLOOR · BOSTON, MA 02116 | Bank Trustee | $65,437 |
Filed as: STROME ACTUARIAL SERVICES LLC Service code 11 31313 NORTHWESTERN HWY, SUITE 114 · FARMINGTON HILLS, MI 48334 | Actuarial | $63,992 |
SOUTHERN SUN ASSET MANAGEMENT5+ years Service code 21 · EIN 27-2990431 6070 POPLAR AVENUE SUITE 300 · MEMPHIS, TN 38119 | Bank Trustee | $60,293 |
Filed as: BNY MELLON Service code 51 · EIN 13-2614959 240 GREENWICH STREET · NEW YORK, NY 10286 | Investment Mgmt Fees | $59,514 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 17.15% | 14.29%+2.9pp | 14.64%+2.5pp | 21.83%-4.7pp |
| Employer contribution / active EE | $23,476 | $12,083+94.3% | $41,831-43.9% | $12,237+91.8% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |