Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.10+ years Service code 10 · EIN 38-2383171 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Accounting | $1,120,088 |
BOYD WATTERSON ASSET MANAGEMENT10+ years Service code 27 · EIN 34-1922005 1301 E 9TH ST STE 2900 · CLEVELAND, OH 44114 | Advisory (Plan) | $947,192 |
CARPENTERS FRINGE BENEFIT FUNDS JDC10+ years Service code 49 · EIN 38-3345174 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Other Services | $606,584 |
Filed as: NOVARA LAW GROUP, PLLC Service code 29 · EIN 38-3763096 888 W BIG BEAVER RD 600 · TROY, MI 48084 | Legal | $471,529 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES & COMPANY Service code 18 · EIN 04-3200030 39533 WOODWARD AVE 303 · BLOOMFIELD HILLS, MI 48304 | Investment management fees paid direc... | $337,273 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 11 · EIN 38-3297465 119 PERE MARQUETTE STE 1A · LANSING, MI 48901 | Actuarial | $312,666 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 15 · EIN 13-2919773 1585 BROADWAY AVE · NEW YORK, NY 10036 | Recordkeeping | $275,000 |
LSV ASSET MANAGEMENT8 years Service code 19 · EIN 23-2772200 155 N WACKER DRIVE · CHICAGO, IL 60606 | Securities Custodian | $226,569 |
LAZARD ASSET MANAGEMENT10+ years Service code 19 · EIN 20-0169148 30 ROCKEFELLER 57TH FLOOR · NEW YORK, NY 101126300 | Securities Custodian | $198,341 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN GRAPHICS PRINTING CO Service code 36 · EIN 38-2090931 34895 GROESBECK HWY · CLINTON TOWNSHIP, MI 48035 | Copying and duplicating; Direct payme... | $120,203 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 94.97% | 10.08%+84.9pp | 8.99%+86.0pp | 8.88%+86.1pp |
| Employer contribution / active EE | $24,832 | $15,398+61.3% | $25,171-1.3% | $15,934+55.8% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |