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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Filed as: BENESYS INC Service code 14 · EIN 38-3507129 700 TOWER DRIVE SUITE 300 · TROY, MI 480990159 | Plan Administrator | $201,217 |
O'SULLIVAN ASSOCIATES3+ years Filed as: SULLIVAN, WARD, ASHER & PATTON P.C. Service code 29 · EIN 38-2384883 25800 NORTHWESTERN · SOUTHFIELD, MI 480751000 | Legal | $117,883 |
Filed as: STRATEGIC CAPITAL INVESTMENT Service code 27 · EIN 36-4268991 720 E BUTTERFIELDRD, STE 360 · LOMBARD, IL 601486015 | Advisory (Plan) | $86,817 |
NATIONAL INVESTMENT SERVICES2 years Service code 28 · EIN 80-0169636 777 E WISCONSIN AVE, STE 2350 · MILWAUKEE, WI 53202 | Investment Management | $82,715 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL CO. Service code 11 · EIN 13-1975125 101 NORTH WACKER DRIVE SUITE 500 · CHICAGO, IL 60606 | Actuarial | $61,307 |
MACQUEEN INSURANCE GROUP3+ years Service code 23 · EIN 52-2344187 2191 TWELVE MILE ROAD · BERKLEY, MI 48072 | Direct payment from the plan; Insuran... | $22,862 |
WALTER, BOESKY & ASSOCIATES, PC3+ years Filed as: WALTER, BOESKY & ASSOCIATES, P.C. Service code 10 · EIN 38-3629743 17320 W 12 MILE ROAD SUITE 200 · SOUTHFIELD, MI 48076 | Accounting | $18,960 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN GRAPHICS INC Service code 36 · EIN 38-2090031 1629 W LAFAYETTE BLVD · DETROIT, MI 482161927 | Copying and duplicating; Direct payme... | $12,694 |
BOSTON PARTNERS3+ years Filed as: THE BOSTON COMPANY ASSET MANAGEMENT Service code 28 · EIN 05-0593973 PO BOX 55868 · BOSTON, MA 022058282 | Investment Management | $12,142 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 1000 TOWN CENTER SUITE 1500 · SOUTHFIELD, MI 480751000 | Securities Custodian | $11,481 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 12.04% | 13.03%-1.0pp | 10.36%+1.7pp | 23.90%-11.9pp |
| Employer contribution / active EE | $23,682 | $15,779+50.1% | $37,738-37.2% | $16,539+43.2% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |