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| Provider | Service type | Compensation |
|---|---|---|
THOMAS D LUCZAK, PLLC4 years Service code 29 · EIN 87-3430280 | Legal | $225,013 |
THE SEGAL COMPANY6 years Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $189,905 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF ANN ARBOR Service code 18 · EIN 38-3252110 | Direct payment from the plan; Investm... | $173,541 |
ANN ARBOR BENEFIT ADMINISTRATORS10+ years Service code 13 · EIN 38-2866123 | Contract Administrator | $147,382 |
Filed as: ROYAL BANK OF CANADA Service code 27 · EIN 41-1416330 | Advisory (Plan) | $106,123 |
POLK AND ASSOCIATES, P.L.C.8 years Filed as: POLK & ASSOCIATES Service code 10 · EIN 38-3388760 | Accounting | $31,100 |
ULLICO7 years Service code 22 · EIN 13-2988846 | Insurance Broker | $14,292 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 10.38% | 8.62%+1.8pp | 8.99%+1.4pp | 10.52%-0.1pp |
| Employer contribution / active EE | $19,589 | $14,400+36.0% | $25,171-22.2% | $15,140+29.4% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |