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| Provider | Service type | Compensation |
|---|---|---|
UNITED ACTURIAL SERVICES2+ years Service code 11 · EIN 35-2156428 | Actuarial | $193,384 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $154,618 |
BENESYS, INC.2+ years Filed as: BENESYS INC. Service code 12 · EIN 38-2383171 | Direct payment from the plan; Claims ... | $60,305 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $60,205 |
MICHAEL F. YATES & COMPANY, INC.2+ years Filed as: MICHAEL J. MILLS Service code 29 1843 ORCHARD LAKE ROAD · SYLVAN LAKE, MI 483201742 | Legal | $23,356 |
Filed as: WRUBEL WESLEY AND COMPANY C.P.A'S Service code 10 · EIN 38-2574238 | Accounting | $15,300 |
COMERICA BANK2+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $11,740 |
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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 | $44,091-100.0% | $85,985-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 4.5%-4.5pp |
| Annual return | 11.11% | 12.51%-1.4pp | 14.20%-3.1pp | 13.95%-2.8pp |
| Employer contribution / active EE | $16,840 | $17,557-4.1% | $27,968-39.8% | $16,598+1.5% |
| Participant deferral / active EE | $0 | $552-100.0% | $576-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $6,028-100.0% | $612-100.0% |