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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 34901 WOODWARD AVE, 300 · BIRMINGHAM, MI 48009 | Advisory (Plan) | $362,373 |
GOLDMAN SACHS1+ years Filed as: CLARKSTON CAPITAL PARTNERS Service code 28 91 W LONG LAKE · BLOOMFIELD HILLS, MI 48304 | Investment Management | $279,486 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-1554520 P O BOX 7247-6804 · PHILADELPHIA, PA 19170 | Investment Management | $239,193 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART PARTNERS INC Service code 28 · EIN 39-1711628 1500 W MARKET ST · MEQUON, WI 53092 | Investment Management | $194,596 |
HAMLIN CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 52-2344187 477 MADISON AVE. 520 · NEW YORK, NY 10022 | Investment Management | $177,845 |
BOSTON PARTNERS1+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 04-2468567 ONE BOSTON PLACE AIM 024 · BOSTON, MA 02108 | Investment Management | $146,213 |
Filed as: GRANTHAM MAYO VAN OTTERLOO & CO LLC Service code 28 · EIN 42-1669171 40 ROWES WARF · BOSTON, MA 02110 | Investment Management | $136,347 |
Filed as: BRANDYWINE ASSET MGMT Service code 28 · EIN 51-0294065 PO BOX 7777 · PHILADELPHIA, PA 19175 | Investment Management | $96,823 |
SACHS WALDMAN PROFESSIONAL CORP.1+ years Filed as: SACHS WALDMAN PROFESSIONAL CORP Service code 29 · EIN 38-1905521 1423 E 12 MILE · MADISON HEIGHTS, MI 48071 | Legal | $86,911 |
COMERICA BANK1+ years Service code 18 · EIN 42-1741646 411 W LAFAYETTE · DETROIT, MI 48226 | Custodial (other than securities); Cu... | $86,146 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 0.32% | 1.36%-1.0pp | -1.61%+1.9pp | 1.67%-1.4pp |
| Employer contribution / active EE | $14,050 | $10,832+29.7% | $30,840-54.4% | $10,506+33.7% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |