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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS8 years Service code 28 · EIN 98-0202744 | Investment Management | $281,522 |
LOOMIS SAYLES9+ years Filed as: LOOMIS, SAYLES & CO., INC. Service code 28 · EIN 04-1554520 | Investment Management | $263,260 |
TIC INTERNATIONAL CORPORATION9+ years Service code 10 · EIN 13-2600875 | Accounting | $127,658 |
REINHART BOERNER VAN DEUREN S.C.9+ years Filed as: REINHART & MAHONEY Service code 28 · EIN 39-1711162 | Investment Management | $113,422 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $90,000 |
Filed as: NOVARA TESIJA, PLLC Service code 29 · EIN 38-2823147 | Legal | $83,077 |
MADISON INVESTMENT ADVISORS3 years Service code 28 · EIN 54-1815009 | Investment Management | $62,312 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $41,520 |
Service code 10 · EIN 38-2284921 | Accounting | $22,200 |
TRADE SOLUTIONS7 years Service code 36 P.O. BOX 1318 · CLARKSTON, MI 48347 | Copying and duplicating; Direct payme... | $10,537 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,787 | $241,850-74.0% | $102,437-38.7% | $200,096-68.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 6.34% | 17.67%-11.3pp | 24.95%-18.6pp | 34.26%-27.9pp |
| Employer contribution / active EE | $10,458 | $4,253+145.9% | $3,871+170.2% | $3,038+244.3% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $253 | $288-12.1% | $8,388-97.0% | $269-6.0% |