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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA2+ years Filed as: BMO ASSET MANAGEMENT Service code 28 · EIN 36-3673844 190 S LASALLE, 4TH FLOOR · CHICAGO, IL 60603 | Investment Management | $138,647 |
Service code 10 · EIN 13-2600875 30700 TELEGRAPH ROAD, SUITE 2400 · BINGHAM FARMS, MI 48025 | Accounting | $124,701 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 1300 E NINTH ST, SUITE 190 · CLEVELAND, OH 44144 | Advisory (Plan) | $60,000 |
FERGUSON WIDMAYER & CLARK PC2+ years Filed as: FERGUSON WIDMAYER PC Service code 29 · EIN 38-2995783 538 N DIVISION · ANN ARBOR, MI 48104 | Legal | $57,710 |
Filed as: J.P.MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 270 PARK AVENUE · NEW YORK, NY 100172014 | Advisory (Plan) | $56,606 |
COMERICA BANK2+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 411 W LAFAYETTE · DETROIT, MI 48226 | Securities Custodian | $49,525 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Investment Management | $46,784 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Custodial (securities); Direct paymen... | $43,444 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 18 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Direct payment from the plan; Custodi... | $42,241 |
O'SULLIVAN ASSOCIATES1 year Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 20-8199367 1236 BRACE ROAD, UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $30,675 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 11.76% | 12.33%-0.6pp | 8.32%+3.4pp | 17.84%-6.1pp |
| Employer contribution / active EE | $10,073 | $11,641-13.5% | $30,793-67.3% | $14,688-31.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |