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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TIC MIDWEST Service code 10 · EIN 13-2600875 | Accounting | $69,926 |
STATEGIC ADVISORS, INC.4 years Filed as: STATEGIC CAPITAL ADVISORS Service code 16 · EIN 36-4268991 | Consulting | $66,192 |
NATIONAL INVESTMENT SERVICES9 years Service code 28 · EIN 80-0169636 | Investment Management | $58,955 |
COMERICA BANK8 years Service code 19 · EIN 38-0477375 | Securities Custodian | $42,764 |
ASHER KELLY5 years Service code 29 25800 NORTHWESTERN HWY · SOUTHFIELD, MI 48075 | Legal | $21,576 |
Filed as: UNTIED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $19,750 |
Filed as: WRUBEL WESLEY & CO CPAS Service code 10 · EIN 38-2574238 | Accounting | $13,350 |
Filed as: FIFTH THIRD BANK Service code 36 P.O.BOX 630900 · CINCINNATI, OH 45263 | Other services; Copying and duplicati... | $13,176 |
US POSTAL SERVICE1 year Filed as: UNITED STATES POSTAL SERVICE Service code 49 475 L ENFANT PLAZA SW · WASHINGTON, DC 20260 | Other Services | $5,464 |
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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 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 9.81% | 8.65%+1.2pp | 9.03%+0.8pp | 10.20%-0.4pp |
| Employer contribution / active EE | $16,737 | $14,388+16.3% | $26,284-36.3% | $15,145+10.5% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |