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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS9+ years Filed as: CLARKSTON CAPITAL PARTNERS Service code 28 91 W LONG LAKE · BLOOMFIELD HILLS, MI 48304 | Investment Management | $469,107 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 34901 WOODWARD AVE, 300 · BIRMINGHAM, MI 48009 | Advisory (Plan) | $438,203 |
HAMLIN CAPITAL MANAGEMENT, LLC9+ years Service code 28 · EIN 52-2344187 477 MADISON AVE. 520 · NEW YORK, NY 10022 | Investment Management | $354,001 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-1554520 P O BOX 7247-6804 · PHILADELPHIA, PA 19170 | Investment Management | $194,831 |
GOLDMAN SACHS9+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 35-3553488 185 OAKLAND AVE STE 100 · BIRMINGHAM, MI 48009 | Investment Management | $116,260 |
COMERICA BANK9+ years Service code 18 · EIN 42-1741646 411 W LAFAYETTE · DETROIT, MI 48226 | Float revenue; Custodial (securities)... | $114,167 |
BETTYE NAEGELI9+ years Service code 30 · EIN 38-6080404 PO BOX 71337 · MADISON HEIGHTS, MI 48071 | Direct payment from the plan; Employe... | $76,208 |
MADISON INVESTMENT ADVISORS3 years Filed as: MADISON INVESTMENTS Service code 28 550 SCIENCE DRIVE · MADISON, WI 53711 | Investment Management | $74,158 |
RACHEL RUPARD5 years Service code 30 · EIN 38-6080404 P O BOX 71337 · MADISON HEIGHTS, MI 48071 | Employee (plan); Direct payment from ... | $69,000 |
E CRAIG YOUNG9+ years Service code 30 · EIN 38-6080404 PO BOX 71337 · MADISON HEIGHTS, MI 48071 | Direct payment from the plan; Employe... | $65,564 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 10.65% | 7.95%+2.7pp | 20.18%-9.5pp | 9.11%+1.5pp |
| Employer contribution / active EE | $23,150 | $14,684+57.7% | $29,108-20.5% | $12,231+89.3% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |