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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $92,232 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 ONE SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $76,005 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 28 · EIN 13-2700161 60 SOUTH 6TH STREET STE 2530 · MINNEAPOLIS, MN 55402 | Investment Management | $74,074 |
THE SEGAL COMPANY1+ years Service code 11 2000 TOWN CENTER, SUITE 1900 · SOUTHFIELD, MI 48075 | Actuarial | $59,989 |
STANDARD VALUATIONS1+ years Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 | Advisory (Plan) | $28,000 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO INSURANCE AGENCY Service code 23 648 MONROE AVE NW · GRAND RAPIDS, MI 49503 | Insurance services | $21,418 |
FRANK M. VACCARO & ASSOCIATES1+ years Filed as: FRANK D MCALPINE, PLLC Service code 29 712 ABBOT ROAD · EAST LANSING, MI 48823 | Legal | $18,498 |
MANER COSTERISAN1+ years Filed as: MANER COSTERISAN, P.C. Service code 10 · EIN 38-2157642 2425 E. GRAND RIVER AVE, SUITE 1 · LANSING, MI 48912 | Accounting | $12,285 |
COMERICA BANK1+ years Service code 19 · EIN 42-1741646 411 W. LAFAYETTE AVE · DETROIT, MI 48226 | Securities Custodian | $11,714 |
Filed as: STEFANSKY HOLLOWAY & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY ROAD, SUITE 350 · NORTHVILLE, MI 48167 | Accounting | $9,788 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 0.93% | 4.82%-3.9pp | 3.97%-3.0pp | 7.18%-6.3pp |
| Employer contribution / active EE | $16,397 | $12,725+28.9% | $28,168-41.8% | $13,095+25.2% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |