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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-2600875 30700 TELEGRAPH ROAD, SUITE 2400 · BINGHAM FARMS, MI 48025 | Accounting | $124,428 |
BMO HARRIS BANK NA2 years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3673844 115 S LASALLE STREET, 11TH FLOOR · CHICAGO, IL 60603 | Investment Management | $121,717 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT, LL Service code 28 · EIN 34-1922005 1301 EAST 9TH STREET, SUITE 2900 · CLEVELAND, OH 44114 | Investment Management | $70,020 |
COMERICA BANK6+ years Filed as: COMERICA Service code 18 · EIN 42-1741646 411 W LAFAYETTE AVE · DETROIT, MI 48226 | Other services; Shareholder servicing... | $68,217 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $64,587 |
THE SEGAL COMPANY5 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 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 1 IRON STREET · BOSTON, MA 02210 | Custodial (securities); Investment ma... | $59,771 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Investment Management | $55,873 |
LAZARD ASSET MANAGEMENT5 years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 18 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment management fees paid direc... | $49,501 |
FERGUSON WIDMAYER & CLARK PC3 years Service code 29 · EIN 38-2995783 538 N DIVISION · ANN ARBOR, MI 48104 | Legal | $44,656 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 27.95% | 19.37%+8.6pp | 11.08%+16.9pp | 15.63%+12.3pp |
| Employer contribution / active EE | $11,061 | $13,107-15.6% | $28,418-61.1% | $11,476-3.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |