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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 34901 WOODWARD AVE, 300 · BIRMINGHAM, MI 48009 | Advisory (Plan) | $351,292 |
GOLDMAN SACHS2+ years Filed as: CLARKSTON CAPITAL PARTNERS Service code 28 91 W LONG LAKE · BLOOMFIELD HILLS, MI 48304 | Investment Management | $274,064 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-1554520 P O BOX 7247-6804 · PHILADELPHIA, PA 19170 | Investment Management | $223,352 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART PARTNERS INC Service code 28 · EIN 39-1711628 1500 W MARKET ST · MEQUON, WI 53092 | Investment Management | $171,925 |
BOSTON PARTNERS2+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 04-2468567 ONE BOSTON PLACE AIM 024 · BOSTON, MA 02108 | Investment Management | $167,051 |
HAMLIN CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 52-2344187 477 MADISON AVE. 520 · NEW YORK, NY 10022 | Investment Management | $166,048 |
Filed as: GRANTHAM MAYO VAN OTTERLOO & CO LLC Service code 28 · EIN 42-1669171 40 ROWES WARF · BOSTON, MA 02110 | Investment Management | $147,087 |
SACHS WALDMAN PROFESSIONAL CORP.2+ years Filed as: SACHS WALDMAN PROFESSIONAL CORP Service code 29 · EIN 38-1905521 1423 E 12 MILE · MADISON HEIGHTS, MI 48071 | Legal | $101,345 |
COMERICA BANK2+ years Service code 18 · EIN 42-1741646 411 W LAFAYETTE · DETROIT, MI 48226 | Other services; Float revenue; Shareh... | $79,402 |
Filed as: BRANDYWINE ASSET MGMT Service code 28 · EIN 51-0294065 PO BOX 7777 · PHILADELPHIA, PA 19175 | Investment Management | $78,345 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 5.91% | 3.63%+2.3pp | 4.16%+1.8pp | 9.19%-3.3pp |
| Employer contribution / active EE | $15,116 | $11,363+33.0% | $29,966-49.6% | $12,608+19.9% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |