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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $104,760 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 ONE SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $80,139 |
THE SEGAL COMPANY2+ years Service code 11 2000 TOWN CENTER, SUITE 1900 · SOUTHFIELD, MI 48075 | Actuarial | $64,022 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 28 · EIN 13-2700161 60 SOUTH 6TH STREET STE 2530 · MINNEAPOLIS, MN 55402 | Investment Management | $61,944 |
STANDARD VALUATIONS2+ years Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 | Advisory (Plan) | $28,000 |
FRANK M. VACCARO & ASSOCIATES2+ years Filed as: FRANK D MCALPINE, PLLC Service code 29 712 ABBOT ROAD · EAST LANSING, MI 48823 | Legal | $25,887 |
Filed as: MORGAN STANLEY GLOBAL BANK Service code 28 1300 THAMES STREET WARF, 4TH FLOOR · BALTIMORE, MD 21231 | Investment Management | $23,689 |
MANER COSTERISAN2+ years Filed as: MANER COSTERISAN, P.C. Service code 10 · EIN 38-2157642 2425 E. GRAND RIVER AVE, SUITE 1 · LANSING, MI 48912 | Accounting | $23,500 |
COMERICA BANK2+ years Service code 19 · EIN 42-1741646 411 W. LAFAYETTE AVE · DETROIT, MI 48226 | Securities Custodian | $22,529 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO INSURANCE AGENCY Service code 23 648 MONROE AVE NW · GRAND RAPIDS, MI 49503 | Insurance services | $21,418 |
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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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 15.17% | 12.52%+2.7pp | 9.39%+5.8pp | 23.90%-8.7pp |
| Employer contribution / active EE | $16,741 | $13,977+19.8% | $33,466-50.0% | $16,539+1.2% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |