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| Provider | Service type | Compensation |
|---|---|---|
SACHS WALDMAN PROFESSIONAL CORP.2+ years Filed as: SACHS WALDMAN P.C. Service code 29 · EIN 38-1905521 1423 E 12 MILE RD · MADISON HEIGHTS, MI 48071 | Legal | $30,312 |
E CRAIG YOUNG1 year Service code 30 · EIN 38-6233909 P O BOX 71337 · MADISON HEIGHTS, MI 48071 | Employee (plan); Direct payment from ... | $28,368 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 34901 WOODWARD, 300 · BIRMINGHAM, MI 48009 | Advisory (Plan) | $17,368 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART PARTNERS INC. Service code 28 · EIN 39-1711628 1500 W MARKET ST · MEQUON, WI 53092 | Investment Management | $16,297 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES INC. Service code 11 · EIN 35-2156428 11590 MERIDIAN ST,STE 610 · CARMEL, IN 46032 | Actuarial | $14,729 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-1554520 P O BOX 7247-6804 · PHILADELPHIA, PA 19170 | Investment Management | $12,043 |
MCCLAIN SMITH & WENZ PC2+ years Service code 10 · EIN 38-3382520 6915 ROCHESTER RD, 100 · TROY, MI 48084 | Accounting | $10,392 |
BENESYS, INC.2+ years Filed as: BENESYS Service code 15 · EIN 38-2383171 700 TOWER DR · TROY, MI 48098 | Recordkeeping | $9,763 |
Filed as: BRANDYWINE ASSET MGMT Service code 28 · EIN 51-0294065 P O BOX 7777 · PHILADELPHIA, PA 19175 | Investment Management | $8,914 |
COMERICA BANK2+ years Service code 19 · EIN 42-1741646 PO BOX 75000 · DETROIT, MI 48275 | Securities Custodian | $6,812 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 8.12% | 11.78%-3.7pp | 8.32%-0.2pp | 23.90%-15.8pp |
| Employer contribution / active EE | $2,892 | $11,309-74.4% | $30,793-90.6% | $16,539-82.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |