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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES8+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 180 N. LASALLE STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $70,000 |
TIC INTERNATIONAL CORPORATION8+ years Filed as: TIC INTERNATIONAL CORPORATIOIN Service code 10 · EIN 13-2600875 | Accounting | $63,114 |
COMERICA BANK8+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $26,954 |
Service code 11 · EIN 35-2156428 | Actuarial | $23,000 |
Service code 10 · EIN 38-2284921 | Accounting | $21,850 |
GOLDMAN SACHS8+ years Filed as: CLARKSTON CAPITAL PARTNERS Service code 28 · EIN 83-0473650 | Investment Management | $16,986 |
Filed as: STEFANSKY HOLLOWAY & NICHOLS, INC. Service code 10 · EIN 38-2388845 | Accounting | $9,750 |
Filed as: WATKINS PAWLICK CALATI & PRIFTI PC Service code 29 · EIN 83-2893229 | Legal | $9,254 |
TRADE SOLUTIONS7 years Service code 36 P.O. BOX 1318 · CLARKSTON, MI 48347 | Copying and duplicating; Direct payme... | $7,321 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JP MORGAN CHASE BANK Service code 49 P.O. BOX 659754 · SAN ANTONIO, TX 782659754 | Other Services | $7,151 |
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Employer contribution per participant 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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -9.98% | -8.26%-1.7pp | -5.84%-4.1pp | 2.77%-12.7pp |
| Employer contribution / active EE | $6,761 | $12,543-46.1% | $31,839-78.8% | $15,262-55.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |