Filed March 2, 2026
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWER WATSON Service code 11 3196 KRAFT AVE SE · GRAND RAPIDS, MI 49512 | Actuarial | $205,083 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANELY Service code 21 1200 MT KEMBLE AVE · MORRISTOWN, NJ 079621903 | Bank Trustee | $73,378 |
ADP BROKER-DEALER3+ years Filed as: ADP Service code 15 ONE ADP BLOUVARD · ROSELAND, NJ 07068 | Recordkeeping | $11,368 |
MILLER JOHNSON1 year Filed as: MILLER JOHNSON SNELL Service code 29 45 OTTAWA · GRAND RAPIDS, MI 49503 | Legal | $8,365 |
BEENE GARTER LLP3+ years Service code 10 56 GRANDVILLE AVENUE · GRAND RAPIDS, MI 49503 | Accounting | $6,350 |
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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 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 9.83% | 10.93%-1.1pp | 10.16%-0.3pp | 13.95%-4.1pp |
| Employer contribution / active EE | $6,824 | $10,209-33.2% | $33,192-79.4% | $16,598-58.9% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |