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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Service code 14 · EIN 38-3507129 700 TOWER DRIVE SUITE 300 · TROY, MI 480982808 | Plan Administrator | $293,290 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 28 · EIN 13-2614959 240 GREENWICH STREET · NEW YORK, NY 10286 | Investment Management | $180,984 |
Filed as: STROME ACTUARIAL SERVICES LLC Service code 11 31313 NORTHWESTERN HWY · FARMINGTON HILLS, MI 48334 | Actuarial | $103,589 |
ASHER KELLY3 years Filed as: ASHER KELLEY Service code 29 · EIN 84-3379113 25800 NORTHWESTERN HWY · SOUTHFIELD, MI 480751000 | Legal | $91,201 |
NEPC, LLC5 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 255 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $75,000 |
BERNZOTT CAPITAL ADVISORS3 years Service code 21 · EIN 77-0464710 888 W. VENTURA BLVD,STE B · CAMARILLO, CA 93010 | Bank Trustee | $70,983 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $59,800 |
COMERICA BANK1 year Service code 27 P.O. BOX 75000 · DETROIT, MI 48275 | Advisory (Plan) | $35,991 |
Filed as: JPMORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 31-6243988 9300 WARD PARKWAY · KANSAS CITY, MO 641113317 | Advisory (Plan) | $33,218 |
NICKEL & SAPH, INC3 years Service code 23 · EIN 38-1799688 44 MACOMB PLACE · MOUNT CLEMENS, MI 48043 | Insurance services; Direct payment fr... | $29,343 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -9.14% | -7.95%-1.2pp | -5.85%-3.3pp | 23.41%-32.6pp |
| Employer contribution / active EE | $26,313 | $13,972+88.3% | $31,839-17.4% | $12,650+108.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |