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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.9+ years Service code 10 · EIN 38-2383171 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Accounting | $1,161,664 |
BOYD WATTERSON ASSET MANAGEMENT9+ years Service code 27 · EIN 34-1922005 1301 E 9TH ST STE 2900 · CLEVELAND, OH 44114 | Advisory (Plan) | $819,615 |
Service code 49 · EIN 38-3345174 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Other Services | $771,267 |
Service code 29 · EIN 38-3763096 888 W BIG BEAVER RD 600 · TROY, MI 48084 | Legal | $371,051 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 11 · EIN 38-3297465 119 PERE MARQUETTE STE 1A · LANSING, MI 48901 | Actuarial | $360,281 |
LAZARD ASSET MANAGEMENT9+ years Service code 19 · EIN 20-0169148 30 ROCKEFELLER 57TH FLOOR · NEW YORK, NY 101126300 | Securities Custodian | $349,769 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 15 · EIN 13-2919773 1585 BROADWAY AVE · NEW YORK, NY 10036 | Recordkeeping | $275,000 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES & COMPANY Service code 18 · EIN 04-3200030 39533 WOODWARD AVE 303 · BLOOMFIELD HILLS, MI 48304 | Custodial (securities); Trustee (bank... | $188,600 |
LSV ASSET MANAGEMENT7 years Service code 19 · EIN 23-2772200 155 N WACKER DRIVE · CHICAGO, IL 60606 | Securities Custodian | $152,374 |
BENESYS, INC.9+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N MERIDIAN STE 610 · CARMEL, IN 46032 | Actuarial | $105,386 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 7.87% | 10.33%-2.5pp | 8.10%-0.2pp | 9.30%-1.4pp |
| Employer contribution / active EE | $24,621 | $14,972+64.4% | $28,649-14.1% | $12,551+96.2% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |