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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Service code 14 · EIN 38-2383171 700 TOWER DRIVE SUITE 300 · TROY, MI 48098 | Plan Administrator | $10,883,047 |
BOYD WATTERSON ASSET MANAGEMENT2+ years Service code 27 · EIN 34-1922005 ONE NORTH WACKER STE 4025 · CHICAGO, IL 60606 | Advisory (Plan) | $996,509 |
Service code 49 · EIN 38-3345174 22260 HAGGERTY ROAD S 350 · NORTHVILLE, MI 48167 | Other Services | $825,060 |
NOVARA, TESIJA & CATENACCI, PLLC2+ years Filed as: NOVARA TESIJA, PLLC Service code 29 · EIN 38-3763096 2000 TOWN CENTER STE 2370 · SOUTHFIELD, MI 48075 | Legal | $575,999 |
ULLICO2+ years Filed as: UNION SERVICES AGENCY Service code 23 · EIN 38-3297465 119 PERE MARQUETTE DRIVE · LANSING, MI 48912 | Direct payment from the plan; Insuran... | $505,053 |
LAZARD ASSET MANAGEMENT2+ years Service code 19 30 ROCKEFELLER 57TH FLOOR · NEW YORK, NY 101126300 | Securities Custodian | $234,701 |
Service code 19 · EIN 13-2919773 101 W.BIG BEAVER RD S1200 · TROY, MI 48084 | Securities Custodian | $228,915 |
Filed as: STEFANSKY, HOLLOWAY, & NICHOLS INC. Service code 10 22260 HAGGERTY ROAD · NORTHVILLE, MI 48167 | Accounting | $221,891 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 19 · EIN 04-6913417 75 STATE STREET · BOSTON, MA 02109 | Securities Custodian | $213,316 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY Service code 19 39533 WOODWARD AVE. S 303 · BLOOMFIELD HILLS, MI 48304 | Securities Custodian | $183,473 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 12.75% | 12.33%+0.4pp | 8.32%+4.4pp | 17.84%-5.1pp |
| Employer contribution / active EE | $22,675 | $11,641+94.8% | $30,793-26.4% | $14,688+54.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |