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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL OPERATIONS Service code 18 1108 N. MAIN ST · ROCHESTER, MI 48307 | Securities brokerage; Investment advi... | $68,021 |
NATIONAL INVESTMENT SERVICES5+ years Service code 18 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 532025310 | Custodial (other than securities); Se... | $60,065 |
TIC INTERNATIONAL CORPORATION5+ years Service code 10 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Accounting | $59,703 |
BENESYS, INC.4 years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 11590 NORTH MERIDIAN, 610 · CARMEL, IN 460324529 | Actuarial | $44,900 |
Service code 29 · EIN 38-3763096 2000 TOWN CENTER, ST 2370 · SOUTHFIELD, MI 48075 | Legal | $43,010 |
ANCORA ADVISORS3 years Service code 19 6600 PARKLAND BLVD. STE 2 · CLEVELAND, OH 44124 | Securities Custodian | $25,367 |
COMERICA BANK5+ years Service code 19 411 WEST LAFAYETTE · DETROIT, MI 48226 | Securities Custodian | $18,694 |
ULLICO5+ years Filed as: UNION SERVICES AGENCY Service code 23 119 PERE MARQUETTE · LANSING, MI 48912 | Direct payment from the plan; Insuran... | $18,290 |
BULTYNCK & CO., P.L.L.C.4 years Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $13,500 |
WESTEND ADVISORS1 year Service code 19 4064 COLONY RD 130 · CHARLOTTE, NC 28211 | Securities Custodian | $8,549 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 4.83% | 6.41%-1.6pp | 8.01%-3.2pp | 11.45%-6.6pp |
| Employer contribution / active EE | $17,725 | $11,592+52.9% | $29,475-39.9% | $17,219+2.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |