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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY9 years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $120,000 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT, LL Service code 28 · EIN 34-1922005 | Investment Management | $117,185 |
Filed as: TIC MIDWEST, LLC Service code 10 · EIN 93-4217445 | Accounting | $102,270 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $82,253 |
Filed as: BROOKFIELD ASSET MANAGEMENT Service code 28 | Investment Management | $77,651 |
COMERICA BANK10+ years Filed as: COMERICA Service code 18 · EIN 42-1741646 | Direct payment from the plan; Custodi... | $62,234 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $61,330 |
FERGUSON WIDMAYER & CLARK PC7 years Service code 29 · EIN 38-2995783 | Legal | $49,319 |
BENESYS, INC.1 year Service code 10 · EIN 38-2383171 | Accounting | $48,730 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $45,643 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 8.75% | 10.08%-1.3pp | 8.99%-0.2pp | 8.88%-0.1pp |
| Employer contribution / active EE | $12,844 | $15,398-16.6% | $25,171-49.0% | $15,934-19.4% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |