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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 19 · EIN 13-2919773 101 W BIG BEAVER, STE1200 · TROY, MI 48084 | Securities Custodian | $34,508,468 |
ARISTOTLE CAPITAL MANAGEMENT3 years Service code 27 · EIN 95-4833644 ONE FEDERAL ST 36TH FLOOR · BOSTON, MA 02110 | Advisory (Plan) | $424,327 |
BENESYS, INC.6+ years Service code 14 · EIN 38-2383171 700 TOWER DRIVE, STE 300 · TROY, MI 48098 | Plan Administrator | $364,722 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & COMPANY Service code 27 · EIN 04-3200030 39533 WOODWARD AVE S 300 · BLOOMFIELD HILLS, MI 48304 | Advisory (Plan) | $184,597 |
Service code 29 · EIN 38-3763096 888 W. BIG BEAVER RD, 600 · TROY, MI 48084 | Legal | $142,264 |
REINHART BOERNER VAN DEUREN S.C.6+ years Filed as: REINHART PARTNERS, INC. Service code 27 · EIN 39-1711628 1500 WEST MARKET ST · MEQUON, WI 53092 | Advisory (Plan) | $111,086 |
Service code 49 · EIN 38-3345174 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Other Services | $96,288 |
ULLICO6+ years Filed as: UNION SERVICES AGENCY Service code 22 · EIN 38-3297465 119 PERE MARQUETTE STE 1A · LANSING, MI 48912 | Insurance Broker | $45,507 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN GRAPHICS PRINTING CO Service code 36 · EIN 38-2090931 34985 GROESBECK HWY · CLINTON TOWNSHIP, MI 48035 | Copying and duplicating; Direct payme... | $31,888 |
BULTYNCK & CO., P.L.L.C.6+ years Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $31,175 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,238 | $65,673-66.1% | $109,191-79.6% | $106,520-79.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 75.9%+24.1pp | 71.3%+28.7pp |
| Annual return | 32.81% | 15.69%+17.1pp | 25.76%+7.0pp | 19.28%+13.5pp |
| Employer contribution / active EE | $1,231 | $4,042-69.6% | $3,723-66.9% | $2,840-56.7% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $99 | $107-7.6% | $6,756-98.5% | $75+32.6% |