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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1 year Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3673844 115 S LASALLE STREET, 11TH FLOOR · CHICAGO, IL 60603 | Investment Management | $148,835 |
Service code 10 · EIN 13-2600875 30700 TELEGRAPH ROAD, SUITE 2400 · BINGHAM FARMS, MI 48025 | Accounting | $122,513 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT, LL Service code 28 · EIN 34-1922005 1301 EAST 9TH STREET, SUITE 2900 · CLEVELAND, OH 44114 | Investment Management | $79,262 |
COMERICA BANK5+ years Filed as: COMERICA Service code 18 · EIN 42-1741646 411 W LAFAYETTE AVE · DETROIT, MI 48226 | Direct payment from the plan; Other i... | $65,445 |
THE SEGAL COMPANY4 years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 1300 E NINTH STREET, SUITE 1900 · CLEVELAND, OH 44144 | Advisory (Plan) | $60,000 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $59,890 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 1 IRON STREET · BOSTON, MA 02210 | Custodial (securities); Custodial (ot... | $55,866 |
FERGUSON WIDMAYER & CLARK PC2 years Service code 29 · EIN 38-2995783 538 N DIVISION · ANN ARBOR, MI 48104 | Legal | $53,363 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Investment Management | $53,068 |
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 18 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Custodial (other than securities); Cu... | $45,340 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 6.04% | 6.82%-0.8pp | 8.01%-2.0pp | 12.86%-6.8pp |
| Employer contribution / active EE | $10,369 | $12,695-18.3% | $29,476-64.8% | $13,687-24.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |