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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 71 · EIN 94-1671384 34901 WOODWARD AVE, 300 · BIRMINGHAM, MI 48009 | Brokerage Fees | $358,751 |
GOLDMAN SACHS3+ years Filed as: CLARKSTON CAPITAL PARTNERS Service code 28 91 W LONG LAKE · BLOOMFIELD HILLS, MI 48304 | Investment Management | $295,858 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-1554520 P O BOX 7247-6804 · PHILADELPHIA, PA 19170 | Investment Management | $233,465 |
BOSTON PARTNERS3+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 04-2468567 ONE BOSTON PLACE AIM 024 · BOSTON, MA 02108 | Investment Management | $206,646 |
HAMLIN CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 52-2344187 477 MADISON AVE. 520 · NEW YORK, NY 10022 | Investment Management | $172,152 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART PARTNERS INC Service code 28 · EIN 39-1711628 1500 W MARKET ST · MEQUON, WI 53092 | Investment Management | $170,354 |
Filed as: GRANTHAM MAYO VAN OTTERLOO & CO LLC Service code 28 · EIN 42-1669171 40 ROWES WARF · BOSTON, MA 02110 | Investment Management | $159,699 |
COMERICA BANK3+ years Service code 18 · EIN 42-1741646 411 W LAFAYETTE · DETROIT, MI 48226 | Custodial (other than securities) | $79,866 |
GOLDMAN SACHS3+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 35-3553488 185 OAKLAND AVE STE 100 · BIRMINGHAM, MI 48009 | Investment Management | $77,210 |
Filed as: BRANDYWINE ASSET MGMT Service code 28 · EIN 51-0294065 PO BOX 7777 · PHILADELPHIA, PA 19175 | Investment Management | $69,846 |
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 7.14% | 12.33%-5.2pp | 8.32%-1.2pp | 17.84%-10.7pp |
| Employer contribution / active EE | $19,033 | $11,641+63.5% | $30,793-38.2% | $14,688+29.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |