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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 34901 WOODWARD AVE, 300 · BIRMINGHAM, MI 48009 | Advisory (Plan) | $481,964 |
HAMLIN CAPITAL MANAGEMENT, LLC10+ years Service code 28 · EIN 52-2344187 477 MADISON AVE. 520 · NEW YORK, NY 10022 | Investment Management | $415,932 |
GOLDMAN SACHS10+ years Filed as: CLARKSTON CAPITAL PARTNERS Service code 28 91 W LONG LAKE · BLOOMFIELD HILLS, MI 48304 | Investment Management | $405,055 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-1554520 P O BOX 7247-6804 · PHILADELPHIA, PA 19170 | Investment Management | $212,140 |
GOLDMAN SACHS10+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 35-3553488 185 OAKLAND AVE STE 100 · BIRMINGHAM, MI 48009 | Investment Management | $140,777 |
COMERICA BANK10+ years Service code 18 · EIN 42-1741646 411 W LAFAYETTE · DETROIT, MI 48226 | Shareholder servicing fees; Other inv... | $80,258 |
BETTYE NAEGELI10+ years Service code 30 · EIN 38-6080404 PO BOX 71337 · MADISON HEIGHTS, MI 48071 | Employee (plan); Direct payment from ... | $80,000 |
RACHEL RUPARD6 years Service code 30 · EIN 38-6080404 P O BOX 71337 · MADISON HEIGHTS, MI 48071 | Employee (plan); Direct payment from ... | $78,750 |
MADISON INVESTMENT ADVISORS4 years Filed as: MADISON INVESTMENTS Service code 28 550 SCIENCE DRIVE · MADISON, WI 53711 | Investment Management | $77,096 |
E CRAIG YOUNG10+ years Service code 30 · EIN 38-6080404 PO BOX 71337 · MADISON HEIGHTS, MI 48071 | Employee (plan); Direct payment from ... | $71,860 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 4.06% | 10.33%-6.3pp | 8.10%-4.0pp | 9.30%-5.2pp |
| Employer contribution / active EE | $22,487 | $14,972+50.2% | $28,649-21.5% | $12,551+79.2% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |