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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $170,120 |
BENESYS, INC.2 years Filed as: UNITED ACTUARIAL SERVICES Service code 28 · EIN 35-2156428 | Investment Management | $98,325 |
BENESYS, INC.4+ years Filed as: BENESYS INC. Service code 10 · EIN 38-2383171 | Accounting | $60,232 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 12 · EIN 22-3361201 | Direct payment from the plan; Claims ... | $57,107 |
Filed as: NOVARA TESIJA & CATENACCI PLLC Service code 29 888 W. BIG BEAVER SUITE 600 · TROY, MI 48084 | Legal | $30,912 |
COMERICA BANK4+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $21,165 |
Filed as: WRUBEL WESLEY AND COMPANY C.P.A'S Service code 10 · EIN 38-2574238 | Accounting | $15,200 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,244-100.0% | $94,563-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 2.8%-2.8pp |
| Annual return | 7.36% | 15.23%-7.9pp | 16.32%-9.0pp | 16.32%-9.0pp |
| Employer contribution / active EE | $123,434 | $24,217+409.7% | $31,806+288.1% | $17,007+625.8% |
| Participant deferral / active EE | $0 | $1,527-100.0% | $211-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $0 | $127-100.0% |