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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5+ years Service code 14 · EIN 38-2383171 700 TOWER DRIVE, STE 300 · TROY, MI 48098 | Plan Administrator | $367,215 |
ARISTOTLE CAPITAL MANAGEMENT2 years Service code 49 · EIN 95-4833644 ONE FEDERAL ST 36TH FLOOR · BOSTON, MA 02110 | Other Services | $340,089 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 19 · EIN 13-2919773 101 W.BIG BEAVER RD S1200 · TROY, MI 48084 | Securities Custodian | $332,672 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART PARTNERS, INC. Service code 19 · EIN 39-1711628 1500 WEST MARKET ST · MEQUON, WI 53092 | Securities Custodian | $214,961 |
Service code 29 · EIN 38-3763096 888 W. BIG BEAVER RD, 600 · TROY, MI 48084 | Legal | $190,111 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES & COMPANY Service code 19 · EIN 04-3200030 39533 WOODWARD AVE S 300 · BLOOMFIELD HILLS, MI 48304 | Securities Custodian | $158,242 |
ULLICO5+ years Filed as: UNION SERVICES AGENCY Service code 22 · EIN 38-3297465 119 PERE MARQUETTE STE 1A · LANSING, MI 48912 | Insurance Broker | $101,640 |
Service code 49 · EIN 38-3345174 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Other Services | $58,651 |
BOYD WATTERSON ASSET MANAGEMENT5+ years Service code 19 · EIN 34-1922005 1801 E 9TH ST., STE 1400 · CLEVELAND, OH 44114 | Securities Custodian | $44,866 |
BULTYNCK & CO., P.L.L.C.5+ years Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $32,850 |
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 | $16,995 | $52,155-67.4% | $101,275-83.2% | $106,273-84.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.8%+24.2pp | 70.8%+29.2pp |
| Annual return | -3.01% | 13.07%-16.1pp | 46.46%-49.5pp | 21.70%-24.7pp |
| Employer contribution / active EE | $1,269 | $3,414-62.8% | $3,660-65.3% | $2,722-53.4% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,601-100.0% |
| Admin fee / account holder | $102 | $102+0.5% | $5,948-98.3% | $78+30.3% |