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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Filed as: BENESYS INC Service code 14 · EIN 38-3507129 700 TOWER DRIVE SUITE 300 · TROY, MI 480990159 | Plan Administrator | $197,363 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL CO. Service code 11 · EIN 13-1975125 101 NORTH WACKER DRIVE SUITE 500 · CHICAGO, IL 60606 | Actuarial | $180,405 |
O'SULLIVAN ASSOCIATES2+ years Filed as: SULLIVAN, WARD, ASHER & PATTON P.C. Service code 29 · EIN 38-2384883 25800 NORTHWESTERN · SOUTHFIELD, MI 480751000 | Legal | $129,091 |
LOOMIS SAYLES2+ 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 | $102,700 |
NORTHPOINTE CAPITAL2+ years Service code 28 · EIN 23-3025935 101 W BIG BEAVER ROAD, SUITE 745 · TROY, MI 48084 | Investment Management | $84,566 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 52-1042410 DEPT 77430 PO BOX 77000 · DETROIT, MI 482770430 | Insurance services | $71,604 |
CALLAN ASSOCIATES1 year Filed as: TRADEWINDS GLOBAL INVESTORS LLC Service code 28 · EIN 02-0767178 2049 CENTRUY PARK EAST 20TH FLOOR · LOS ANGELES, CA 90067 | Investment Management | $69,047 |
HAMLIN CAPITAL MANAGEMENT, LLC2+ years Filed as: HAMLIN CAPITAL MANAGEMENT LLC Service code 21 · EIN 52-2344187 640 FIFTH AVENUE 6TH FLOOR · NEW YORK, NY 10019 | Bank Trustee | $66,222 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART PARTNERS INC Service code 21 · EIN 39-1711628 1500 WEST MARKET STREET · MEQUON, WI 53092 | Bank Trustee | $61,085 |
BENESYS, INC.1 year Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 11590 NORTH MERIDIAN ST, STE 610 · CARMEL, IN 46032 | Actuarial | $40,000 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 4.99% | 5.13%-0.1pp | 4.74%+0.2pp | 7.18%-2.2pp |
| Employer contribution / active EE | $20,898 | $14,689+42.3% | $36,089-42.1% | $13,095+59.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |