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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO ASSET MANAGEMENT Service code 28 · EIN 36-3673844 190 S LASALLE 4TH FLOOR · CHICAGO, IL 60603 | Investment Management | $125,225 |
BENEFIT ADVISORS, INC1+ years Service code 10 · EIN 38-3558012 24900 HARPER AVE · ST CLAIR SHORES, MI 48080 | Accounting | $109,559 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS, INC Service code 27 · EIN 13-2646110 1300 E NINTH ST SUITE 190 · CLEVELAND, OH 44114 | Advisory (Plan) | $60,000 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN Service code 27 · EIN 13-3200244 10 SOUTH DEARBORN · CHICAGO, IL 60603 | Advisory (Plan) | $54,797 |
FERGUSON WIDMAYER & CLARK PC1+ years Filed as: FERGUSON WIDMAYER PC Service code 29 · EIN 38-2995783 538 DIVISION · ANN ARBOR, MI 48104 | Legal | $48,074 |
COMERICA BANK1+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 411 W LAFAYETTE · DETROIT, MI 48226 | Securities Custodian | $47,255 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 ONE LINCOLN ST · BOSTON, MA 02111 | Custodial (securities); Investment ma... | $42,155 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 18 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Custodial (other than securities); In... | $40,554 |
O'SULLIVAN ASSOCIATES1+ years Filed as: O'SULLIVAN ASSOCIATES, INC Service code 11 · EIN 20-8199367 1236 BRACE RD UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $34,650 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 50 S LASALLE ST · CHICAGO, IL 60675 | Investment Management | $31,943 |
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Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -0.56% | 3.63%-4.2pp | 4.16%-4.7pp | 9.19%-9.8pp |
| Employer contribution / active EE | $8,253 | $11,363-27.4% | $29,966-72.5% | $12,608-34.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |