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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Service code 14 · EIN 38-2383171 700 TOWER DRIVE SUITE 300 · TROY, MI 48098 | Plan Administrator | $1,095,325 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Service code 27 500 W MONROE STE 3850 · CHICAGO, IL 60661 | Advisory (Plan) | $814,377 |
NOVARA, TESIJA & CATENACCI, PLLC1+ years Filed as: NOVARA TESIJA, PLLC Service code 29 · EIN 38-3763096 2000 TOWN CENTER STE 2370 · SOUTHFIELD, MI 48075 | Legal | $747,937 |
Service code 49 · EIN 38-3345174 22260 HAGGERTY ROAD S 350 · NORTHVILLE, MI 48167 | Other Services | $625,342 |
ULLICO1+ years Filed as: UNION SERVICES AGENCY Service code 23 119 PERE MARQUETTE DRIVE · LANSING, MI 48912 | Direct payment from the plan; Insuran... | $504,214 |
NEPC, LLC1+ years Service code 27 · EIN 26-1429809 1155 BREWERY PARK STE 240 · DETROIT, MI 48207 | Advisory (Plan) | $283,500 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 19 75 STATE STREET · BOSTON, MA 02109 | Securities Custodian | $243,132 |
LAZARD ASSET MANAGEMENT1+ years Service code 19 30 ROCKEFELLER 57TH FLOOR · NEW YORK, NY 101126300 | Securities Custodian | $166,256 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY Service code 19 39533 WOODWARD AVE. S 303 · BLOOMFIELD HILLS, MI 48304 | Securities Custodian | $161,793 |
SEGALL BRYANT & HAMILL1+ years Service code 19 10 S WACKER DR. STE 3500 · CHICAGO, IL 60606 | Securities Custodian | $148,512 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -0.42% | 3.63%-4.0pp | 4.16%-4.6pp | 9.19%-9.6pp |
| Employer contribution / active EE | $23,937 | $11,363+110.7% | $29,966-20.1% | $12,608+89.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |