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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Service code 14 · EIN 38-2383171 700 TOWER DRIVE SUITE 300 · TROY, MI 48098 | Plan Administrator | $1,136,797 |
Service code 49 · EIN 38-3345174 22260 HAGGERTY ROAD S 350 · NORTHVILLE, MI 48167 | Other Services | $949,129 |
Service code 29 · EIN 38-3763096 2000 TOWN CENTER STE 2370 · SOUTHFIELD, MI 48075 | Legal | $768,622 |
BOYD WATTERSON ASSET MANAGEMENT4+ years Service code 27 · EIN 34-1922005 1801 E 9TH ST, STE 1400 · CLEVELAND, OH 44114 | Advisory (Plan) | $651,436 |
ULLICO4+ years Filed as: UNION SERVICES AGENCY Service code 23 · EIN 38-3297465 119 PERE MARQUETTE DRIVE · LANSING, MI 48912 | Insurance services; Direct payment fr... | $516,230 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 19 · EIN 13-2919773 101 W.BIG BEAVER RD S1200 · TROY, MI 48084 | Securities Custodian | $275,000 |
LAZARD ASSET MANAGEMENT4+ years Service code 19 30 ROCKEFELLER 57TH FLOOR · NEW YORK, NY 101126300 | Securities Custodian | $246,821 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N. MERIDIAN STE 610 · CARMEL, IN 46032 | Actuarial | $239,478 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 19 · EIN 04-6913417 75 STATE STREET · BOSTON, MA 02109 | Securities Custodian | $183,686 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY Service code 10 39533 WOODWARD AVE. S 303 · BLOOMFIELD HILLS, MI 48304 | Accounting | $166,490 |
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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 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 5.68% | 10.84%-5.2pp | 10.56%-4.9pp | 1023.85%-1018.2pp |
| Employer contribution / active EE | $23,222 | $14,186+63.7% | $30,199-23.1% | $11,605+100.1% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |