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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.7+ years Filed as: BENESYS INC Service code 14 · EIN 38-3507129 700 TOWER DRIVE SUITE 300 · TROY, MI 48098 | Plan Administrator | $297,453 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 51 · EIN 13-2614959 240 GREENWICH STREET · NEW YORK, NY 10286 | Investment Mgmt Fees | $197,610 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & COMPANY Service code 51 · EIN 20-8080381 ONE FINANCIAL CENTER, 27TH FLOOR · BOSTON, MA 02111 | Investment Mgmt Fees | $125,259 |
ASHER KELLY2 years Filed as: ASHER KELLEY Service code 29 · EIN 84-3379113 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 480751000 | Legal | $98,241 |
NEPC, LLC4 years Filed as: NEPC LLC Service code 20 · EIN 26-1429809 255 STATE STREET · BOSTON, MA 02109 | Direct payment from the plan; Trustee... | $93,750 |
Filed as: STROME ACTUARIAL SERVICES LLC Service code 11 31313 NORTHWESTERN HWY, SUITE 114 · FARMINGTON HILLS, MI 48334 | Actuarial | $74,829 |
BERNZOTT CAPITAL ADVISORS2 years Service code 21 · EIN 77-0464710 888 W. VENTURA BLVD, STE B · CAMARILLO, CA 93010 | Bank Trustee | $59,981 |
GLOBAL TRUST COMPANY1 year Service code 51 · EIN 13-5673135 240 GREENWICH STREET · NEW YORK, NY 10286 | Investment Mgmt Fees | $32,658 |
NICKEL & SAPH, INC2 years Service code 23 · EIN 38-1799688 44 MACOMB PLACE · MOUNT CLEMENS, MI 48043 | Direct payment from the plan; Insuran... | $29,971 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JPMORGAN Service code 27 · EIN 31-6243988 9300 WARD PARKWAY · KANSAS CITY, MO 641143317 | Advisory (Plan) | $25,342 |
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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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 10.83% | 12.07%-1.2pp | 8.95%+1.9pp | 15.63%-4.8pp |
| Employer contribution / active EE | $25,649 | $9,481+170.5% | $46,559-44.9% | $11,476+123.5% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |