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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 83-2454243 5600 NEW KING DR, STE 330 · TROY, MI 48098 | Plan Administrator | $84,924 |
Filed as: NOVARA LAW GROUP, PLLC Service code 29 · EIN 38-3763096 888 W BIG BEAVER RD 600 · TROY, MI 48084 | Legal | $75,330 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 50 · EIN 11-3658445 101 W. BIG BEAVER RD. · TROY, MI 48084 | Direct Payment | $72,500 |
NATIONAL INVESTMENT SERVICES10+ years Service code 18 · EIN 80-0169636 200 W MADISON ST STE 2900 · CHICAGO, IL 60606 | Securities brokerage; Custodial (othe... | $64,596 |
ANCORA ADVISORS8 years Service code 19 · EIN 33-1033773 6600 PARKLAND BLVD 200 · CLEVELAND, OH 44124 | Securities Custodian | $64,502 |
BENESYS, INC.1 year Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST 610 · CARMEL, IN 460324529 | Actuarial | $58,950 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 12 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Other fees; Insurance services; Insur... | $25,160 |
BULTYNCK & CO., P.L.L.C.9 years Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $19,875 |
COMERICA BANK10+ years Service code 19 · EIN 42-1741646 411 WEST LAFAYETTE · DETROIT, MI 48226 | Securities Custodian | $13,748 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN GRAPHICS PRINTING CO. Service code 36 · EIN 38-2090931 34985 GROESBECK HWY · CLINTON TOWNSHIP, MI 48035 | Direct payment from the plan; Copying... | $11,361 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 11.33% | 8.65%+2.7pp | 9.03%+2.3pp | 10.20%+1.1pp |
| Employer contribution / active EE | $22,086 | $14,388+53.5% | $26,284-16.0% | $15,145+45.8% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |