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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $172,556 |
UNITED ACTURIAL SERVICES1+ years Service code 11 · EIN 35-2156428 | Actuarial | $94,860 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $56,390 |
BENESYS, INC.1+ years Filed as: BENESYS INC. Service code 12 · EIN 38-2383171 | Direct payment from the plan; Claims ... | $52,200 |
AMERICAN FUNDS1+ years Filed as: GW CAPITAL INC. Service code 28 · EIN 68-0204817 | Investment Management | $22,236 |
Filed as: WRUBEL WESLEY AND COMPANY C.P.A'S Service code 10 · EIN 38-2574238 | Accounting | $15,000 |
COMERICA BANK1+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $14,662 |
MICHAEL F. YATES & COMPANY, INC.1+ years Filed as: MICHAEL J. MILLS Service code 29 1843 ORCHARD LAKE ROAD · SYLVAN LAKE, MI 483201742 | Legal | $11,923 |
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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.
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 | $49,677-100.0% | $442,730-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 3.6%-3.6pp |
| Annual return | -2.83% | 5.54%-8.4pp | 4.72%-7.5pp | 11.88%-14.7pp |
| Employer contribution / active EE | $49,725 | $25,709+93.4% | $30,821+61.3% | $14,612+240.3% |
| Participant deferral / active EE | $0 | $2,149-100.0% | $113-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $2,146-100.0% | $637-100.0% |