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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Filed as: BENESYS INC Service code 14 · EIN 38-3507129 700 TOWER DRIVE SUITE 300 · TROY, MI 480990159 | Plan Administrator | $196,319 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & CO LP MANAGEMENT Service code 51 · EIN 04-3200030 222 W ADAMS SUITE 240 · CHICAGO, IL 60606 | Investment Mgmt Fees | $140,922 |
HAMLIN CAPITAL MANAGEMENT, LLC1+ years Filed as: HAMLIN CAPITAL MANAGEMENT LLC Service code 21 · EIN 52-2344187 640 FIFTH AVENUE 6TH FLOOR · NEW YORK, NY 10019 | Bank Trustee | $138,009 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART PARTNERS INC Service code 21 · EIN 39-1711628 1500 WEST MARKET STREET · MEQUON, WI 53092 | Bank Trustee | $117,431 |
NORTHPOINTE CAPITAL1+ years Service code 28 · EIN 23-3025935 101 W BIG BEAVER ROAD, SUITE 745 · TROY, MI 48084 | Investment Management | $106,048 |
O'SULLIVAN ASSOCIATES1+ years Filed as: SULLIVAN, WARD, ASHER & PATTON P.C. Service code 29 · EIN 38-2384883 25800 NORTHWESTERN · SOUTHFIELD, MI 480751000 | Legal | $76,699 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2655998 4000 TOWN CENTER SUITE 1800 · SOUTHFIELD, MI 480751000 | Advisory (Plan) | $75,000 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 52-1042410 DEPT 77430 PO BOX 77000 · DETROIT, MI 482770430 | Insurance services | $69,290 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL CO. Service code 11 · EIN 13-1975125 101 NORTH WACKER DRIVE SUITE 500 · CHICAGO, IL 60606 | Actuarial | $59,965 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 1000 TOWN CENTER SUITE 1500 · SOUTHFIELD, MI 480751000 | Securities Custodian | $35,617 |
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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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | 0.54% | 0.06%+0.5pp | -0.81%+1.3pp | -0.60%+1.1pp |
| Employer contribution / active EE | $18,620 | $14,206+31.1% | $38,425-51.5% | $12,272+51.7% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |