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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS8+ years Filed as: CLARKSTON CAPITAL PARTNERS Service code 28 91 W LONG LAKE · BLOOMFIELD HILLS, MI 48304 | Investment Management | $452,313 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 34901 WOODWARD AVE, 300 · BIRMINGHAM, MI 48009 | Advisory (Plan) | $439,216 |
HAMLIN CAPITAL MANAGEMENT, LLC8+ years Service code 28 · EIN 52-2344187 477 MADISON AVE. 520 · NEW YORK, NY 10022 | Investment Management | $328,413 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-1554520 P O BOX 7247-6804 · PHILADELPHIA, PA 19170 | Investment Management | $198,056 |
Filed as: NEWTON INVESTMENT MGMT Service code 28 144 GLENN CURTIS BLVD · UNIONDALE, NY 11556 | Investment Management | $158,823 |
GOLDMAN SACHS8+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 35-3553488 185 OAKLAND AVE STE 100 · BIRMINGHAM, MI 48009 | Investment Management | $106,822 |
BETTYE NAEGELI8+ years Service code 30 · EIN 38-6080404 PO BOX 71337 · MADISON HEIGHTS, MI 48071 | Employee (plan); Direct payment from ... | $73,492 |
MADISON INVESTMENT ADVISORS2 years Filed as: MADISON INVESTMENTS Service code 28 550 SCIENCE DRIVE · MADISON, WI 53711 | Investment Management | $73,079 |
BENESYS, INC.8+ years Filed as: BENESYS INC Service code 15 · EIN 38-2383171 700 TOWER DR · TROY, MI 48098 | Recordkeeping | $69,437 |
RACHEL RUPARD4 years Service code 30 · EIN 38-6080404 P O BOX 71337 · MADISON HEIGHTS, MI 48071 | Direct payment from the plan; Employe... | $62,500 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -7.16% | -7.95%+0.8pp | -5.85%-1.3pp | 23.41%-30.6pp |
| Employer contribution / active EE | $23,411 | $13,972+67.6% | $31,839-26.5% | $12,650+85.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |