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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.8+ years Service code 14 · EIN 38-2383171 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Plan Administrator | $1,132,470 |
BOYD WATTERSON ASSET MANAGEMENT8+ years Service code 27 · EIN 34-1922005 1301 E 9TH ST STE 2900 · CLEVELAND, OH 44114 | Advisory (Plan) | $1,112,765 |
Service code 29 · EIN 38-3763096 888 W BIG BEAVER RD 600 · TROY, MI 48084 | Legal | $432,738 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 19 · EIN 13-2919773 1585 BROADWAY AVE · NEW YORK, NY 10036 | Securities Custodian | $275,000 |
Service code 49 · EIN 38-3345174 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Other Services | $218,244 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES & COMPANY Service code 19 · EIN 04-3200030 39533 WOODWARD AVE 303 · BLOOMFIELD HILLS, MI 48304 | Securities Custodian | $207,056 |
LAZARD ASSET MANAGEMENT8+ years Service code 19 · EIN 20-0169148 30 ROCKEFELLER 57TH FLOOR · NEW YORK, NY 101126300 | Securities Custodian | $196,792 |
LSV ASSET MANAGEMENT6 years Service code 19 · EIN 23-2772200 155 N WACKER DRIVE · CHICAGO, IL 60606 | Securities Custodian | $186,518 |
REINHART BOERNER VAN DEUREN S.C.8+ years Filed as: REINHART PARTNERS, INC. Service code 19 · EIN 39-1711628 11090 N WESTON DR · MEQUON, WI 53092 | Securities Custodian | $134,323 |
BENESYS, INC.8+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N MERIDIAN STE 610 · CARMEL, IN 46032 | Actuarial | $132,587 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | -0.26% | 7.95%-8.2pp | 20.18%-20.4pp | 9.11%-9.4pp |
| Employer contribution / active EE | $22,645 | $14,684+54.2% | $29,108-22.2% | $12,231+85.1% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |