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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.7+ years Service code 14 · EIN 38-2383171 700 TOWER DRIVE SUITE 300 · TROY, MI 48098 | Plan Administrator | $1,105,373 |
Service code 49 · EIN 38-3345174 22260 HAGGERTY ROAD S 350 · NORTHVILLE, MI 48167 | Other Services | $920,977 |
BOYD WATTERSON ASSET MANAGEMENT7+ years Service code 27 · EIN 34-1922005 1801 E 9TH ST, STE 1400 · CLEVELAND, OH 44114 | Advisory (Plan) | $683,473 |
Service code 29 · EIN 38-3763096 888 W. BIG BEAVER RD, 600 · TROY, MI 48084 | Legal | $489,895 |
LAZARD ASSET MANAGEMENT7+ years Service code 19 · EIN 20-0169148 30 ROCKEFELLER 57TH FLOOR · NEW YORK, NY 101126300 | Securities Custodian | $312,141 |
MORGAN STANLEY SMITH BARNEY5 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 |
Service code 34 · EIN 84-1181072 7807 EAST PEAKVIEW AVE · CENTENNIAL, CO 80111 | Direct payment from the plan; Valuati... | $168,000 |
GOLDMAN SACHS5 years Filed as: CLARKSTON CAPITAL PARTNERS Service code 19 · EIN 83-0473650 91 WEST LONG LAKE ROAD · BLOOMFIELD HILLS, MI 48304 | Securities Custodian | $155,233 |
REINHART BOERNER VAN DEUREN S.C.7+ years Filed as: REINHART PARTNERS, INC. Service code 19 · EIN 39-1711628 1500 WEST MARKET ST · MEQUON, WI 53092 | Securities Custodian | $146,691 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES & COMPANY Service code 19 · EIN 04-3200030 39533 WOODWARD AVE. S 303 · BLOOMFIELD HILLS, MI 48304 | Securities Custodian | $138,175 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -0.26% | -7.95%+7.7pp | -5.85%+5.6pp | 23.41%-23.7pp |
| Employer contribution / active EE | $23,226 | $13,972+66.2% | $31,839-27.1% | $12,650+83.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |