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| Provider | Service type | Compensation |
|---|---|---|
NOVARA, TESIJA & CATENACCI, PLLC2+ years Filed as: NOVARA TESIJA, PLLC Service code 29 · EIN 38-3763096 2000 TOWN CENTER, ST 2370 · SOUTHFIELD, MI 48075 | Legal | $67,856 |
PEOPLES UNITED BANK2+ years Filed as: STRATEGIC CAPITAL INVESMENT ADVISOR Service code 18 720 E BUTTERFIELD ROAD · LOMBARD, IL 60140 | Investment advisory (plan); Investmen... | $60,000 |
NATIONAL INVESTMENT SERVICES2+ years Service code 18 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 532025310 | Investment management; Custodial (oth... | $58,389 |
BENESYS, INC.1 year Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 11590 NORTH MERIDIAN, 610 · CARMEL, IN 460324529 | Actuarial | $36,900 |
LORI KEMMERER2+ years Filed as: LORI HATFIELD Service code 30 11847 SHAVER ROAD · SCHOOLCRAFT, MI 49087 | Direct payment from the plan; Employe... | $24,281 |
TIC INTERNATIONAL CORPORATION2+ years Service code 10 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Accounting | $15,150 |
ULLICO2+ years Filed as: UNION SERVICES AGENCY Service code 23 119 PERE MARQUETTE · LANSING, MI 48912 | Insurance services; Direct payment fr... | $12,116 |
BULTYNCK & CO., P.L.L.C.1 year Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $12,000 |
COMERICA BANK2+ years Service code 19 411 WEST LAFAYETTE · DETROIT, MI 48226 | Securities Custodian | $9,590 |
SIEGFRIED CRANDALL PC2+ years Service code 10 246 E KILGORE ROAD · PORTAGE, MI 49002 | Accounting | $5,600 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 8.85% | 11.78%-2.9pp | 8.32%+0.5pp | 23.90%-15.0pp |
| Employer contribution / active EE | $17,362 | $11,309+53.5% | $30,793-43.6% | $16,539+5.0% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |