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| Provider | Service type | Compensation |
|---|---|---|
E CRAIG YOUNG4 years Service code 30 · EIN 38-6233909 P O BOX 71337 · MADISON HEIGHTS, MI 48071 | Direct payment from the plan; Employe... | $30,828 |
COMERICA BANK5+ years Service code 18 · EIN 42-1741646 PO BOX 75000 · DETROIT, MI 48275 | Float revenue; Other fees; Custodial ... | $17,168 |
MCCLAIN SMITH & WENZ PC5+ years Service code 10 · EIN 38-3382520 6915 ROCHESTER RD, 100 · TROY, MI 48084 | Accounting | $17,054 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES INC. Service code 11 · EIN 35-2156428 11590 MERIDIAN ST,STE 610 · CARMEL, IN 46032 | Actuarial | $15,750 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART PARTNERS INC. Service code 28 · EIN 39-1711628 1500 W MARKET ST · MEQUON, WI 53092 | Investment Management | $15,140 |
Service code 29 1423 E 12 MILE RD · MADISON HEIGHTS, MI 48071 | Legal | $12,127 |
Filed as: BRANDYWINE ASSET MGMT Service code 28 · EIN 51-0294065 P O BOX 7777 · PHILADELPHIA, PA 19175 | Investment Management | $10,659 |
BENESYS, INC.3 years Filed as: BENESYS INC Service code 15 · EIN 38-2383171 700 TOWER DR · TROY, MI 48098 | Recordkeeping | $9,642 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 34901 WOODWARD, 300 · BIRMINGHAM, MI 48009 | Advisory (Plan) | $5,000 |
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Employer contribution per participant 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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 6.29% | 6.41%-0.1pp | 8.01%-1.7pp | 11.45%-5.2pp |
| Employer contribution / active EE | $5,296 | $11,592-54.3% | $29,476-82.0% | $17,219-69.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |