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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 38-3345174 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Direct Payment | $429,820 |
BENESYS, INC.3+ years Service code 50 · EIN 38-2383171 700 TOWER DRIVE, STE 300 · TROY, MI 48098 | Direct Payment | $355,506 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 31 · EIN 13-2919773 101 W.BIG BEAVER RD S1200 · TROY, MI 48084 | Named fiduciary | $220,824 |
GOLDMAN SACHS3+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 31 · EIN 38-3553488 185 OAKLAND AVE · BIRMINGHAM, MI 48009 | Named fiduciary | $169,303 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART PARTNERS, INC. Service code 33 · EIN 39-1711628 1500 WEST MARKET ST · MEQUON, WI 53092 | Securities brokerage | $157,287 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY Service code 19 · EIN 04-3200030 39533 WOODWARD AVE S 300 · BLOOMFIELD HILLS, MI 48304 | Securities Custodian | $154,714 |
Service code 59 · EIN 38-3763096 2000 TOWN CENTER STE 2370 · SOUTHFIELD, MI 48075 | Shareholder Servicing | $90,963 |
BOYD WATTERSON ASSET MANAGEMENT3+ years Service code 33 · EIN 34-1922005 1801 E 9TH ST., STE 1400 · CLEVELAND, OH 44114 | Securities brokerage | $55,258 |
ULLICO3+ years Filed as: UNION SERVICES AGENCY Service code 50 · EIN 38-3297465 119 PERE MARQUETTE DR · LANSING, MI 48912 | Direct Payment | $54,253 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN GRAPHICS PRINTING CO Service code 50 · EIN 38-2090931 34985 GROESBECK HWY · CLINTON TOWNSHIP, MI 48035 | Direct Payment | $47,925 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,184 | $49,973-65.6% | $83,831-79.5% | $73,367-76.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.1%+23.9pp | 69.5%+30.5pp |
| Annual return | 8.57% | 0.83%+7.7pp | 850.99%-842.4pp | 173.45%-164.9pp |
| Employer contribution / active EE | $1,073 | $3,293-67.4% | $3,631-70.4% | $2,499-57.1% |
| Participant deferral / active EE | $0 | $2,341-100.0% | $4,082-100.0% | $4,033-100.0% |
| Admin fee / account holder | $99 | $95+4.4% | $5,479-98.2% | $68+45.5% |