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| Provider | Service type | Compensation |
|---|---|---|
ARISTOTLE CAPITAL MANAGEMENT5 years Service code 19 · EIN 95-4833644 ONE FEDERAL ST 36TH FLOOR · BOSTON, MA 02110 | Securities Custodian | $540,803 |
BENESYS, INC.8+ years Service code 14 · EIN 38-2383171 700 TOWER DRIVE, STE 300 · TROY, MI 48098 | Plan Administrator | $361,162 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 19 · EIN 13-2919773 101 W BIG BEAVER, STE1200 · TROY, MI 48084 | Securities Custodian | $344,137 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES & COMPANY Service code 19 · EIN 04-3200030 39533 WOODWARD AVE S 300 · BLOOMFIELD HILLS, MI 48304 | Securities Custodian | $263,680 |
REINHART BOERNER VAN DEUREN S.C.8+ years Filed as: REINHART PARTNERS, INC. Service code 21 · EIN 39-1711628 1500 WEST MARKET ST · MEQUON, WI 53092 | Bank Trustee | $185,894 |
MADISON INVESTMENT ADVISORS2 years Service code 27 550 SCIENCE DRIVE · MADISON, WI 53711 | Advisory (Plan) | $151,348 |
Service code 29 · EIN 38-3763096 888 W. BIG BEAVER RD, 600 · TROY, MI 48084 | Legal | $116,833 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICE Service code 22 119 PERE MARQUETTE STE 1A · LANSING, MI 48912 | Insurance Broker | $58,979 |
Service code 49 · EIN 38-3345174 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Other Services | $48,060 |
BULTYNCK & CO., P.L.L.C.8+ years Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $33,500 |
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 | $25,304 | $55,730-54.6% | $96,543-73.8% | $96,393-73.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 74.3%+25.7pp | 71.3%+28.7pp |
| Annual return | 0.64% | 12.78%-12.1pp | 35.75%-35.1pp | 22.88%-22.2pp |
| Employer contribution / active EE | $1,944 | $4,014-51.6% | $3,741-48.0% | $3,239-40.0% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $125 | $105+18.3% | $6,737-98.1% | $74+68.9% |