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| Provider | Service type | Compensation |
|---|---|---|
ARISTOTLE CAPITAL MANAGEMENT4 years Service code 27 · EIN 95-4833644 ONE FEDERAL ST 36TH FLOOR · BOSTON, MA 02110 | Advisory (Plan) | $600,844 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 19 · EIN 13-2919773 101 W BIG BEAVER, STE1200 · TROY, MI 48084 | Securities Custodian | $388,740 |
BENESYS, INC.7+ years Service code 14 · EIN 38-2383171 700 TOWER DRIVE, STE 300 · TROY, MI 48098 | Plan Administrator | $357,297 |
REINHART BOERNER VAN DEUREN S.C.7+ years Filed as: REINHART PARTNERS, INC. Service code 27 · EIN 39-1711628 1500 WEST MARKET ST · MEQUON, WI 53092 | Advisory (Plan) | $230,184 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES & COMPANY Service code 27 · EIN 04-3200030 39533 WOODWARD AVE S 300 · BLOOMFIELD HILLS, MI 48304 | Advisory (Plan) | $179,430 |
Service code 49 · EIN 38-3345174 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Other Services | $166,095 |
Service code 29 · EIN 38-3763096 888 W. BIG BEAVER RD, 600 · TROY, MI 48084 | Legal | $115,201 |
Service code 27 550 SCIENCE DRIVE · MADISON, WI 53711 | Advisory (Plan) | $53,394 |
ULLICO7+ 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 FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 27 333 SOUTH HOPE STREET, 55 · LOS ANGELES, CA 90071 | Advisory (Plan) | $33,657 |
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 | $22,442 | $51,785-56.7% | $112,270-80.0% | $89,433-74.9% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | -3.67% | -11.06%+7.4pp | 27.49%-31.2pp | -11.88%+8.2pp |
| Employer contribution / active EE | $1,520 | $3,782-59.8% | $3,635-58.2% | $3,021-49.7% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $122 | $102+20.5% | $6,411-98.1% | $79+54.1% |