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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS9 years Service code 28 · EIN 98-0202744 | Investment Management | $313,797 |
LOOMIS SAYLES10+ years Filed as: LOOMIS, SAYLES & CO., INC. Service code 28 · EIN 04-1554520 | Investment Management | $309,817 |
Filed as: NOVARA TESIJA, PLLC Service code 29 · EIN 38-2823147 | Legal | $142,957 |
Filed as: TIC MIDWEST, LLC Service code 10 · EIN 93-4217445 | Accounting | $133,294 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART & MAHONEY Service code 28 · EIN 39-1711162 | Investment Management | $126,519 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $90,000 |
MADISON INVESTMENT ADVISORS4 years Service code 28 · EIN 54-1815009 | Investment Management | $72,302 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $48,390 |
BENDA, GRACE, STULZ & COMPANY, P.C.10+ years Service code 10 · EIN 38-2284921 | Accounting | $22,200 |
TRADE SOLUTIONS8 years Service code 36 P.O. BOX 1318 · CLARKSTON, MI 48347 | Copying and duplicating; Direct payme... | $20,579 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $103,641-100.0% | $107,525-100.0% | $102,872-100.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | -103.90% | 13.08%-117.0pp | 181.32%-285.2pp | 19.06%-123.0pp |
| Employer contribution / active EE | $13,015 | $5,096+155.4% | $3,754+246.7% | $3,526+269.1% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $276 | $2760% | $8,919-96.9% | $292-5.5% |