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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS7+ years Filed as: CLARKSTON CAPITAL PARTNERS Service code 28 91 W LONG LAKE · BLOOMFIELD HILLS, MI 48304 | Investment Management | $463,027 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 34901 WOODWARD AVE, 300 · BIRMINGHAM, MI 48009 | Advisory (Plan) | $378,823 |
HAMLIN CAPITAL MANAGEMENT, LLC7+ years Service code 28 · EIN 52-2344187 477 MADISON AVE. 520 · NEW YORK, NY 10022 | Investment Management | $289,541 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-1554520 P O BOX 7247-6804 · PHILADELPHIA, PA 19170 | Investment Management | $216,850 |
BOSTON PARTNERS7+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 04-2468567 ONE BOSTON PLACE AIM 024 · BOSTON, MA 02108 | Investment Management | $129,025 |
GOLDMAN SACHS7+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 35-3553488 185 OAKLAND AVE STE 100 · BIRMINGHAM, MI 48009 | Investment Management | $115,085 |
Filed as: NEWTON INVESTMENT MGMT Service code 28 144 GLENN CURTIS BLVD · UNIONDALE, NY 11556 | Investment Management | $98,448 |
BETTYE NAEGELI7+ years Service code 30 · EIN 38-6080404 PO BOX 71337 · MADISON HEIGHTS, MI 48071 | Direct payment from the plan; Employe... | $71,000 |
BENESYS, INC.7+ years Filed as: BENESYS INC Service code 15 · EIN 38-2383171 700 TOWER DR · TROY, MI 48098 | Recordkeeping | $67,045 |
COMERICA BANK7+ years Service code 18 · EIN 42-1741646 411 W LAFAYETTE · DETROIT, MI 48226 | Other services; Float revenue; Custod... | $63,833 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 13.65% | 19.37%-5.7pp | 11.08%+2.6pp | 15.63%-2.0pp |
| Employer contribution / active EE | $23,021 | $13,107+75.6% | $28,418-19.0% | $11,476+100.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |