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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Service code 14 · EIN 38-2383171 700 TOWER DRIVE, STE 300 · TROY, MI 48098 | Plan Administrator | $367,450 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 19 · EIN 13-2919773 101 W.BIG BEAVER RD S1200 · TROY, MI 48084 | Securities Custodian | $327,516 |
REINHART BOERNER VAN DEUREN S.C.4+ years Filed as: REINHART PARTNERS, INC. Service code 19 · EIN 39-1711628 1500 WEST MARKET ST · MEQUON, WI 53092 | Securities Custodian | $261,940 |
GOLDMAN SACHS4+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 19 · EIN 38-3553488 185 OAKLAND AVE · BIRMINGHAM, MI 48009 | Securities Custodian | $223,008 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY Service code 19 · EIN 04-3200030 39533 WOODWARD AVE S 300 · BLOOMFIELD HILLS, MI 48304 | Securities Custodian | $198,257 |
Service code 49 · EIN 38-3345174 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Other Services | $137,886 |
Service code 29 · EIN 38-3763096 2000 TOWN CENTER STE 2370 · SOUTHFIELD, MI 48075 | Legal | $112,088 |
BOYD WATTERSON ASSET MANAGEMENT4+ years Service code 19 · EIN 34-1922005 1801 E 9TH ST., STE 1400 · CLEVELAND, OH 44114 | Securities Custodian | $58,895 |
Service code 49 125 SUMMER STREET, S1220 · BOSTON, MA 02110 | Other Services | $44,511 |
BULTYNCK & CO., P.L.L.C.4+ years Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $31,600 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,757 | $49,105-63.8% | $92,916-80.9% | $89,609-80.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 4.79% | 32.35%-27.6pp | 109.45%-104.7pp | 33.65%-28.9pp |
| Employer contribution / active EE | $1,141 | $3,373-66.2% | $3,654-68.8% | $2,584-55.8% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,238-100.0% | $4,222-100.0% |
| Admin fee / account holder | $90 | $93-3.0% | $5,796-98.5% | $72+25.3% |