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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STRATEGIC CAPITAL ADV Service code 16 · EIN 36-4268991 | Consulting | $60,932 |
SULLIVAN WARD ASHER & PATON PC2+ years Filed as: SULLIVAN, WARD, ASHER & PATON PC Service code 29 · EIN 38-1880608 | Legal | $43,226 |
TIC INTERNATIONAL CORPORATION2+ years Filed as: TIC INTERNATIONAL Service code 13 · EIN 13-2600875 | Contract Administrator | $36,023 |
Service code 28 · EIN 80-0169636 | Investment Management | $25,662 |
AMERICAN REALTY ADVISORS1 year Service code 28 · EIN 33-0123114 | Investment Management | $23,933 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $21,050 |
COMERICA BANK2+ years Filed as: COMERICA Service code 19 · EIN 38-0477375 | Securities Custodian | $16,683 |
SEYHUN ASSOCIATES1 year Service code 16 2039 VALLEYVIEW DRIVE · ANN ARBOR, MI 48105 | Consulting | $15,000 |
Service code 10 · EIN 38-2574238 | Accounting | $11,400 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $9,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 3.69% | 11.78%-8.1pp | 8.32%-4.6pp | 23.90%-20.2pp |
| Employer contribution / active EE | $17,199 | $11,309+52.1% | $30,793-44.1% | $16,539+4.0% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |