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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES6+ years Filed as: LOOMIS, SAYLES & CO., INC. Service code 28 · EIN 04-1554520 | Investment Management | $274,169 |
BOSTON PARTNERS5 years Service code 28 900 THIRD AVE, 32ND FLR · NEW YORK, NY 10022 | Investment Management | $172,990 |
REINHART BOERNER VAN DEUREN S.C.6+ years Filed as: REINHART & MAHONEY Service code 28 · EIN 39-1711162 | Investment Management | $134,256 |
TIC INTERNATIONAL CORPORATION6+ years Service code 10 · EIN 13-2600875 | Accounting | $120,860 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $90,000 |
LEGGHIO & ISRAEL, P.C.6+ years Service code 29 · EIN 38-1971448 | Legal | $61,622 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $34,109 |
Service code 10 · EIN 38-2284921 | Accounting | $22,200 |
ANCORA ADVISORS3 years Filed as: ANCORA ADVISORY, LLC Service code 28 121 W LONG LAKE RD, 350 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $18,764 |
TRADE SOLUTIONS4 years Service code 36 P.O. BOX 1318 · CLARKSTON, MI 48347 | Direct payment from the plan; Copying... | $10,068 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,069 | $88,770-30.1% | $109,191-43.2% | $93,010-33.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 24.05% | 60.64%-36.6pp | 25.76%-1.7pp | 158.70%-134.7pp |
| Employer contribution / active EE | $8,560 | $3,780+126.5% | $3,723+129.9% | $2,705+216.4% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $236 | $172+36.8% | $6,756-96.5% | $152+55.4% |