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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5+ years Service code 14 · EIN 38-2383171 700 TOWER DRIVE SUITE 300 · TROY, MI 48098 | Plan Administrator | $1,178,379 |
BOYD WATTERSON ASSET MANAGEMENT5+ years Service code 27 · EIN 34-1922005 1801 E 9TH ST, STE 1400 · CLEVELAND, OH 44114 | Advisory (Plan) | $907,612 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N. MERIDIAN STE 610 · CARMEL, IN 46032 | Actuarial | $512,971 |
Service code 49 · EIN 38-3345174 22260 HAGGERTY ROAD S 350 · NORTHVILLE, MI 48167 | Other Services | $323,372 |
MORGAN STANLEY SMITH BARNEY3 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 MANAGEMENT5+ years Service code 19 · EIN 20-0169148 30 ROCKEFELLER 57TH FLOOR · NEW YORK, NY 101126300 | Securities Custodian | $268,219 |
Service code 29 · EIN 38-3763096 888 W. BIG BEAVER RD, 600 · TROY, MI 48084 | Legal | $246,616 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $159,743 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES & COMPANY Service code 19 · EIN 04-3200030 39533 WOODWARD AVE. S 303 · BLOOMFIELD HILLS, MI 48304 | Securities Custodian | $140,187 |
Filed as: HEINZ STRATEGIES Service code 17 9903 SOUTH HARRIS FARM RD · SPOTSYLVANIA, VA 22553 | Pension Consulting | $132,433 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | -0.18% | 6.82%-7.0pp | 8.01%-8.2pp | 12.86%-13.0pp |
| Employer contribution / active EE | $21,281 | $12,695+67.6% | $29,476-27.8% | $13,687+55.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |