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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF ANN ARBOR Service code 18 · EIN 38-3252110 | Investment advisory (plan); Custodial... | $132,268 |
THE SEGAL COMPANY1+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $92,647 |
ANN ARBOR BENEFIT ADMINISTRATORS1+ years Service code 13 · EIN 38-2866123 | Contract Administrator | $91,808 |
CONLIN'S FURNITURE1+ years Filed as: CONLIN, MCKENNEY & PHILBRICK, P.C. Service code 29 · EIN 38-2772489 | Legal | $75,377 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $69,747 |
BZ BLOOM, LTD1+ years Service code 49 · EIN 51-5212298 | Other Services | $31,030 |
ULLICO1+ years Filed as: ULLICO CASUALTY GROUP Service code 22 · EIN 52-2197710 | Insurance Broker | $27,647 |
LOOMIS SAYLES1+ years Service code 50 · EIN 04-3200030 | Direct Payment | $17,905 |
ROGOW & LONEY, PC1+ years Service code 10 · EIN 38-2971941 | Accounting | $16,950 |
GOLDMAN SACHS1+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 27 · EIN 38-3553488 | Advisory (Plan) | $13,760 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 0.15% | 3.49%-3.3pp | 4.16%-4.0pp | 7.18%-7.0pp |
| Employer contribution / active EE | $12,914 | $11,083+16.5% | $29,966-56.9% | $13,095-1.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |