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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 34901 WOODWARD AVE, 300 · BIRMINGHAM, MI 48009 | Advisory (Plan) | $367,148 |
GOLDMAN SACHS6+ years Filed as: CLARKSTON CAPITAL PARTNERS Service code 28 91 W LONG LAKE · BLOOMFIELD HILLS, MI 48304 | Investment Management | $353,358 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-1554520 P O BOX 7247-6804 · PHILADELPHIA, PA 19170 | Investment Management | $203,469 |
BOSTON PARTNERS6+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 04-2468567 ONE BOSTON PLACE AIM 024 · BOSTON, MA 02108 | Investment Management | $201,296 |
HAMLIN CAPITAL MANAGEMENT, LLC6+ years Service code 28 · EIN 52-2344187 477 MADISON AVE. 520 · NEW YORK, NY 10022 | Investment Management | $186,692 |
REINHART BOERNER VAN DEUREN S.C.6+ years Filed as: REINHART PARTNERS INC Service code 28 · EIN 39-1711628 1500 W MARKET ST · MEQUON, WI 53092 | Investment Management | $168,473 |
Filed as: BRANDYWINE ASSET MGMT Service code 28 · EIN 51-0294065 PO BOX 7777 · PHILADELPHIA, PA 19175 | Investment Management | $109,181 |
GOLDMAN SACHS6+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 35-3553488 185 OAKLAND AVE STE 100 · BIRMINGHAM, MI 48009 | Investment Management | $82,440 |
COMERICA BANK6+ years Service code 18 · EIN 42-1741646 411 W LAFAYETTE · DETROIT, MI 48226 | Other investment fees and expenses; S... | $71,788 |
BETTYE NAEGELI6+ years Service code 30 · EIN 38-6080404 PO BOX 71337 · MADISON HEIGHTS, MI 48071 | Direct payment from the plan; Employe... | $67,980 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 10.22% | 6.82%+3.4pp | 8.01%+2.2pp | 12.86%-2.6pp |
| Employer contribution / active EE | $20,495 | $12,695+61.4% | $29,476-30.5% | $13,687+49.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |