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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA2 years Filed as: BMO ASSET MANAGEMENT U.S. Service code 28 · EIN 36-3673844 115 S LASALLE STREET, 11TH FLOOR · CHICAGO, IL 60603 | Investment Management | $148,543 |
Service code 10 · EIN 13-2600875 30700 TELEGRAPH ROAD, SUITE 2400 · BINGHAM FARMS, MI 48025 | Accounting | $116,257 |
Service code 29 · EIN 38-2995783 538 N DIVISION · ANN ARBOR, MI 48104 | Legal | $69,723 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $66,847 |
COMERICA BANK4+ years Filed as: COMERICA Service code 18 · EIN 42-1741646 411 W LAFAYETTE AVENUE · DETROIT, MI 48226 | Float revenue; Direct payment from th... | $65,418 |
THE SEGAL COMPANY3 years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 1300 E NINTH STREET, SUITE 190 · CLEVELAND, OH 44144 | Advisory (Plan) | $60,000 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 1 IRON STREET · BOSTON, MA 022101641 | Investment management fees paid direc... | $52,834 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Investment Management | $49,504 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 18 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Custodial (securities); Custodial (ot... | $43,895 |
PNC BANK, N.A.1 year Filed as: PNC CAPITAL ADVISORS, LLC Service code 28 · EIN 22-1146430 1900 E 9TH STREET · CLEVELAND, OH 44114 | Investment Management | $35,284 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 0.10% | 12.20%-12.1pp | 10.56%-10.5pp | 21.83%-21.7pp |
| Employer contribution / active EE | $10,811 | $12,801-15.5% | $30,199-64.2% | $12,237-11.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |