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| Provider | Service type | Compensation |
|---|---|---|
MARSHFIELD ASSOCIATES5 years Service code 28 · EIN 52-1670976 21 DUPOINT CIR NW 500 · WASHINGTON, DC 20036 | Investment Management | $155,170 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 ONE SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $152,014 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 101 NORTH WACKER · CHICAGO, IL 60606 | Actuarial | $124,168 |
BENESYS, INC.9+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $122,193 |
STANDARD VALUATIONS9+ years Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 | Advisory (Plan) | $40,000 |
FRANK M. VACCARO & ASSOCIATES9+ years Filed as: FRANK D MCALPINE, PLLC Service code 29 712 ABBOT ROAD · EAST LANSING, MI 48823 | Legal | $32,295 |
MACQUEEN INSURANCE GROUP7 years Service code 23 · EIN 20-0495393 2191 TWELVE MILE RD. · BERKLEY, MI 48072 | Insurance services | $25,005 |
MANER COSTERISAN9+ years Filed as: MANER COSTERISAN, P.C. Service code 10 · EIN 38-2157642 2425 E. GRAND RIVER AVE, SUITE 1 · LANSING, MI 48912 | Accounting | $22,500 |
COMERICA BANK9+ years Service code 19 · EIN 42-1741646 411 W. LAFAYETTE AVE · DETROIT, MI 48226 | Securities Custodian | $16,501 |
Filed as: STEFANSKY HOLLOWAY & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY ROAD, SUITE 350 · NORTHVILLE, MI 48167 | Accounting | $10,468 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 21.87% | 9.21%+12.7pp | 8.34%+13.5pp | 8.76%+13.1pp |
| Employer contribution / active EE | $17,619 | $15,607+12.9% | $30,790-42.8% | $16,650+5.8% |
| Participant deferral / active EE | $0 | $2,645-100.0% | $252-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |