Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ARISTOTLE CAPITAL MANAGEMENT6 years Service code 19 · EIN 95-4833644 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Securities Custodian | $601,239 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 15 · EIN 13-2919773 101 W BIG BEAVER STE 1200 · TROY, MI 48084 | Recordkeeping | $394,113 |
BENESYS, INC.9+ years Service code 10 · EIN 38-2383171 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Accounting | $373,277 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES & COMPANY Service code 18 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Trustee (bank, trust company, or simi... | $245,074 |
Service code 29 · EIN 38-3763096 888 W BIG BEAVER RD 600 · TROY, MI 48084 | Legal | $163,067 |
Service code 49 · EIN 38-3345174 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Other Services | $154,033 |
REINHART BOERNER VAN DEUREN S.C.9+ years Filed as: REINHART PARTNERS, INC. Service code 19 · EIN 39-1711628 11090 N WESTON DR · MEQUON, WI 53092 | Securities Custodian | $108,696 |
MADISON INVESTMENT ADVISORS3 years Service code 16 · EIN 54-2050385 550 SCIENCE DRIVE · MADISON, WI 53711 | Consulting | $75,859 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Direct payment from the plan; Insuran... | $55,760 |
BULTYNCK & CO., P.L.L.C.9+ years Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $35,350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,029 | $63,356-55.8% | $102,437-72.6% | $106,553-73.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 74.5%+25.5pp | 69.8%+30.2pp |
| Annual return | 12.27% | 14.77%-2.5pp | 24.95%-12.7pp | 17.37%-5.1pp |
| Employer contribution / active EE | $2,095 | $4,310-51.4% | $3,871-45.9% | $3,359-37.6% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,060-100.0% | $5,562-100.0% |
| Admin fee / account holder | $136 | $110+23.9% | $8,388-98.4% | $80+71.3% |