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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EAGLE CAPIAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $248,983 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $207,489 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP CHARTERED Service code 29 1701 PENNSYLNANIA AVE. NW · WASHINGTON, DC 200065811 | Legal | $161,766 |
BENESYS, INC.8 years Filed as: UNITED ACTUARIAL SERVICES Service code 28 · EIN 35-2156428 | Investment Management | $84,212 |
BENESYS, INC.4 years Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $63,808 |
Service code 29 5 HOT METAL STREET SUITE 203 · PITTSBURGH, PA 15203 | Legal | $47,762 |
Filed as: NOVARA TESIJA CATENACCI Service code 29 888 WEST BIG BEAVER · TROY, MI 48084 | Legal | $38,928 |
COMERICA BANK10+ years Service code 19 · EIN 38-2574238 | Securities Custodian | $30,566 |
SAM FUJIKAWA1 year Filed as: SAM PILGER Service code 25 700 TOWER DRIVE SUITE 300 · TROY, MI 48098 | Directed Trustee | $22,917 |
WRUBEL WESLEY AND COMPANY C.P.A.'S10+ years Filed as: WRUBEL WESLEY AND COMPANY C.P.A'S Service code 10 · EIN 38-2574238 | Accounting | $18,050 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 0.0%0pp | 11.2%-11.2pp |
| Annual return | 12.47% | 9.01%+3.5pp | 31.38%-18.9pp | 9.01%+3.5pp |
| Employer contribution / active EE | $5,941 | $12,866-53.8% | $24,632-75.9% | $12,866-53.8% |
| Participant deferral / active EE | $0 | $260-100.0% | $181-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |