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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.6+ years Service code 14 · EIN 38-2383171 700 TOWER DRIVE SUITE 300 · TROY, MI 48098 | Plan Administrator | $1,182,694 |
ULLICO6+ years Filed as: UNION SERVICES AGENCY Service code 22 · EIN 38-3297465 119 PERE MARQUETTE DRIVE · LANSING, MI 48912 | Insurance Broker | $730,145 |
BOYD WATTERSON ASSET MANAGEMENT6+ years Service code 27 · EIN 34-1922005 1801 E 9TH ST, STE 1400 · CLEVELAND, OH 44114 | Advisory (Plan) | $646,295 |
Service code 29 · EIN 38-3763096 888 W. BIG BEAVER RD, 600 · TROY, MI 48084 | Legal | $643,219 |
BENESYS, INC.6+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N. MERIDIAN STE 610 · CARMEL, IN 46032 | Actuarial | $499,091 |
LAZARD ASSET MANAGEMENT6+ years Service code 19 · EIN 20-0169148 30 ROCKEFELLER 57TH FLOOR · NEW YORK, NY 101126300 | Securities Custodian | $297,310 |
MORGAN STANLEY SMITH BARNEY4 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 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & COMPANY Service code 19 · EIN 04-3200030 39533 WOODWARD AVE. S 303 · BLOOMFIELD HILLS, MI 48304 | Securities Custodian | $145,039 |
HEINZ GLOBAL ASSET MGMT INC2 years Filed as: HEINZ STRATEGIES Service code 17 9903 SOUTH HARRIS FARM RD · SPOTSYLVANIA, VA 22553 | Pension Consulting | $141,000 |
LSV ASSET MANAGEMENT4 years Service code 19 · EIN 23-2772200 155 N. WACKER DRIVE · CHICAGO, IL 60606 | Securities Custodian | $135,320 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 20.33% | 19.37%+1.0pp | 11.08%+9.3pp | 15.63%+4.7pp |
| Employer contribution / active EE | $21,792 | $13,107+66.3% | $28,418-23.3% | $11,476+89.9% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |