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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Service code 14 · EIN 38-2383171 700 TOWER DRIVE, STE 300 · TROY, MI 48098 | Plan Administrator | $327,107 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY Service code 19 · EIN 04-3200030 39533 WOODWARD AVE S 300 · BLOOMFIELD HILLS, MI 48304 | Securities Custodian | $272,021 |
GOLDMAN SACHS1+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 19 · EIN 38-3553488 185 OAKLAND AVE · BIRMINGHAM, MI 48009 | Securities Custodian | $243,425 |
Service code 49 · EIN 38-3345174 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Other Services | $211,663 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 19 · EIN 13-2919773 101 W.BIG BEAVER RD S1200 · TROY, MI 480844619 | Securities Custodian | $181,230 |
NOVARA, TESIJA & CATENACCI, PLLC1+ years Filed as: NOVARA TESIJA, PLLC Service code 29 · EIN 38-3766309 2000 TOWN CENTER STE 2370 · SOUTHFIELD, MI 48075 | Legal | $149,991 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART PARTNERS, INC. Service code 19 · EIN 39-1711628 1500 WEST MARKET ST · MEQUON, WI 53092 | Securities Custodian | $138,947 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Service code 19 1801 EAST 9TH STREET · CLEVELAND, OH 441143179 | Securities Custodian | $67,238 |
ULLICO1+ years Filed as: UNION SERVICES AGENCY Service code 23 119 PERE MARQUETTE DR · LANSING, MI 48911 | Insurance services; Direct payment fr... | $53,544 |
BULTYNCK & CO., P.L.L.C.1+ years Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $29,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,846 | $51,897-71.4% | $84,753-82.5% | $329,111-95.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -0.92% | 11.82%-12.7pp | 22.78%-23.7pp | 16.35%-17.3pp |
| Employer contribution / active EE | $834 | $3,022-72.4% | $3,574-76.7% | $2,303-63.8% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $3,712-100.0% | $3,682-100.0% |
| Admin fee / account holder | $106 | $97+9.3% | $5,333-98.0% | $754-85.9% |