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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Service code 14 · EIN 38-2383171 700 TOWER DRIVE SUITE 300 · TROY, MI 48098 | Plan Administrator | $1,119,909 |
BOYD WATTERSON ASSET MANAGEMENT3+ years Service code 51 · EIN 34-1922005 1801 E 9TH ST, STE 1400 · CLEVELAND, OH 44114 | Investment Mgmt Fees | $775,862 |
Service code 50 · EIN 38-3763096 2000 TOWN CENTER STE 2370 · SOUTHFIELD, MI 48075 | Direct Payment | $571,443 |
ULLICO3+ years Filed as: UNION SERVICES AGENCY Service code 23 · EIN 38-3297465 119 PERE MARQUETTE DRIVE · LANSING, MI 48912 | Insurance services | $508,914 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 13-2919773 101 W.BIG BEAVER RD S1200 · TROY, MI 48084 | Advisory (Plan) | $275,000 |
LAZARD ASSET MANAGEMENT3+ years Service code 19 30 ROCKEFELLER 57TH FLOOR · NEW YORK, NY 101126300 | Securities Custodian | $236,610 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 19 · EIN 04-6913417 75 STATE STREET · BOSTON, MA 02109 | Securities Custodian | $222,479 |
LSV ASSET MANAGEMENT1 year Service code 19 155 N. WACKER DRIVE · CHICAGO, IL 60606 | Securities Custodian | $182,790 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY Service code 19 39533 WOODWARD AVE. S 303 · BLOOMFIELD HILLS, MI 48304 | Securities Custodian | $124,301 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 50 · EIN 35-2156428 11590 N. MERIDIAN STE 610 · CARMEL, IN 46032 | Direct Payment | $100,290 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 4.35% | 2.02%+2.3pp | -752.26%+756.6pp | 33.37%-29.0pp |
| Employer contribution / active EE | $25,137 | $12,422+102.4% | $31,802-21.0% | $11,253+123.4% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |