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| Provider | Service type | Compensation |
|---|---|---|
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART PARTNERS INC. Service code 28 · EIN 39-1711628 1500 W MARKET ST · MEQUON, WI 53092 | Investment Management | $20,910 |
SACHS WALDMAN PROFESSIONAL CORP.1+ years Filed as: SACHS WALDMAN P.C. Service code 29 · EIN 38-1905521 1423 E 12 MILE RD · MADISON HEIGHTS, MI 48071 | Legal | $19,137 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 34901 WOODWARD, 300 · BIRMINGHAM, MI 48009 | Advisory (Plan) | $17,980 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES INC. Service code 11 · EIN 35-2156428 11590 MERIDIAN ST,STE 610 · CARMEL, IN 46032 | Actuarial | $14,720 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-1554520 P O BOX 7247-6804 · PHILADELPHIA, PA 19170 | Investment Management | $13,755 |
Filed as: BRANDYWINE ASSET MGMT Service code 28 · EIN 51-0294065 P O BOX 7777 · PHILADELPHIA, PA 19175 | Investment Management | $8,750 |
BENESYS, INC.1+ years Filed as: BENESYS Service code 15 · EIN 38-2383171 700 TOWER DR · TROY, MI 48098 | Recordkeeping | $8,254 |
MCCLAIN SMITH & WENZ PC1+ years Service code 10 · EIN 38-3382520 6915 ROCHESTER RD, 100 · TROY, MI 48084 | Accounting | $7,989 |
COMERICA BANK1+ years Service code 19 · EIN 42-1741646 PO BOX 75000 · DETROIT, MI 48275 | Securities Custodian | $4,800 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -5.74% | 3.49%-9.2pp | 4.16%-9.9pp | 7.18%-12.9pp |
| Employer contribution / active EE | $2,131 | $11,083-80.8% | $29,966-92.9% | $13,095-83.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |