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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1 year Filed as: BMO ASSET MANAGEMENT U.S. Service code 28 · EIN 36-3673844 115 S LASALLE STREET, 11TH FLOOR · CHICAGO, IL 60603 | Investment Management | $149,841 |
Service code 10 · EIN 13-2600875 30700 TELEGRAPH ROAD, SUITE 2400 · BINGHAM FARMS, MI 48025 | Accounting | $117,002 |
COMERICA BANK3+ years Filed as: COMERICA Service code 18 · EIN 42-1741646 411 W LAFAYETTE AVENUE · DETROIT, MI 48226 | Direct payment from the plan; Float r... | $68,428 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 270 PARK AVENUE · NEW YORK, NY 100172014 | Advisory (Plan) | $60,131 |
THE SEGAL COMPANY2 years 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 PC3+ years Filed as: FERGUSON WIDMAYER PC Service code 29 · EIN 38-2995783 538 N DIVISION · ANN ARBOR, MI 48104 | Legal | $58,612 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Investment Management | $50,496 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 81-4017137 1 IRON STREET · BOSTON, MA 022101641 | Custodial (securities); Direct paymen... | $50,481 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 18 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Direct payment from the plan; Investm... | $43,720 |
O'SULLIVAN ASSOCIATES2 years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 20-8199367 1236 BRACE ROAD, UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $35,250 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 9.77% | 2.02%+7.8pp | -752.26%+762.0pp | 33.37%-23.6pp |
| Employer contribution / active EE | $9,654 | $12,422-22.3% | $31,802-69.6% | $11,253-14.2% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |