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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Service code 14 · EIN 38-2383171 700 TOWER DRIVE, STE 300 · TROY, MI 48098 | Plan Administrator | $341,102 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 19 · EIN 13-2919773 101 W.BIG BEAVER RD S1200 · TROY, MI 48084 | Securities Custodian | $316,276 |
Service code 49 · EIN 38-3345174 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Other Services | $286,338 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY Service code 19 · EIN 04-3200030 39533 WOODWARD AVE S 300 · BLOOMFIELD HILLS, MI 48304 | Securities Custodian | $268,824 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART PARTNERS, INC. Service code 19 · EIN 39-1711628 1500 WEST MARKET ST · MEQUON, WI 53092 | Securities Custodian | $249,474 |
GOLDMAN SACHS2+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 19 · EIN 38-3553488 185 OAKLAND AVE · BIRMINGHAM, MI 48009 | Securities Custodian | $200,321 |
NOVARA, TESIJA & CATENACCI, PLLC2+ years Filed as: NOVARA TESIJA, PLLC Service code 29 · EIN 38-3763096 2000 TOWN CENTER STE 2370 · SOUTHFIELD, MI 48075 | Legal | $136,135 |
Filed as: STEFANSKY, HOLLOWAY, & NICHOLS INC. Service code 10 22260 HAGGERTY ROAD · NORTHVILLE, MI 48167 | Accounting | $76,619 |
BOYD WATTERSON ASSET MANAGEMENT2+ years Service code 19 ONE NORTH WACKER STE 4025 · CHICAGO, IL 60606 | Securities Custodian | $55,894 |
ULLICO2+ years Filed as: UNION SERVICES AGENCY Service code 23 · EIN 38-3297465 119 PERE MARQUETTE DR · LANSING, MI 48912 | Insurance services; Direct payment fr... | $54,943 |
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 | $16,407 | $54,788-70.1% | $92,240-82.2% | $80,976-79.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 76.5%+23.5pp | 68.3%+31.7pp |
| Annual return | 11.91% | 13.07%-1.2pp | 176.29%-164.4pp | 22.91%-11.0pp |
| Employer contribution / active EE | $925 | $3,430-73.0% | $3,680-74.8% | $2,402-61.5% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,897-100.0% | $3,848-100.0% |
| Admin fee / account holder | $97 | $96+0.8% | $5,194-98.1% | $67+43.2% |