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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5+ years Filed as: BENESYS INC Service code 14 · EIN 38-3507129 700 TOWER DRIVE SUITE 300 · TROY, MI 480990159 | Plan Administrator | $200,984 |
THE SEGAL COMPANY5+ years Filed as: THE SEGAL CO. Service code 11 · EIN 13-1975125 101 NORTH WACKER DRIVE SUITE 500 · CHICAGO, IL 60606 | Actuarial | $117,576 |
NATIONAL INVESTMENT SERVICES4 years Service code 28 · EIN 80-0169636 777 E WISCONSIN AVE, STE 2350 · MILWAUKEE, WI 53202 | Investment Management | $102,789 |
Filed as: STRATEGIC CAPITAL INVESTMENT Service code 27 · EIN 36-4268991 720 E BUTTERFIELDRD, STE 360 · LOMBARD, IL 601486015 | Advisory (Plan) | $87,360 |
O'SULLIVAN ASSOCIATES5+ years Filed as: SULLIVAN, WARD, ASHER & PATTON P.C. Service code 29 · EIN 38-2384883 25800 NORTHWESTERN · SOUTHFIELD, MI 480751000 | Legal | $72,127 |
MACQUEEN INSURANCE GROUP5+ years Service code 23 · EIN 52-2344187 2191 TWELVE MILE ROAD · BERKLEY, MI 48072 | Direct payment from the plan; Insuran... | $24,737 |
WALTER, BOESKY & ASSOCIATES, PC5+ 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 | $19,920 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN GRAPHICS INC Service code 36 · EIN 38-2090031 1629 W LAFAYETTE BLVD · DETROIT, MI 482161927 | Copying and duplicating; Direct payme... | $10,876 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 1000 TOWN CENTER SUITE 1500 · SOUTHFIELD, MI 480751000 | Securities Custodian | $10,595 |
Filed as: INTERNATIONAL FOUNDATION OF EBP Service code 99 · EIN 39-1034021 18700 WEST BLUEMOUND ROAD · BROOKFIELD, WI 53045 | Other Fees | $8,195 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 16.81% | 33.70%-16.9pp | 14.64%+2.2pp | 53.27%-36.5pp |
| Employer contribution / active EE | $23,221 | $14,473+60.4% | $41,831-44.5% | $14,774+57.2% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |