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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF ANN ARBOR Service code 18 · EIN 38-3252110 | Direct payment from the plan; Custodi... | $144,610 |
ANN ARBOR BENEFIT ADMINISTRATORS3+ years Service code 13 · EIN 38-2866123 | Contract Administrator | $108,935 |
CONLIN'S FURNITURE3+ years Filed as: CONLIN, MCKENNEY & PHILBRICK, P.C. Service code 29 · EIN 38-2772489 | Legal | $95,664 |
THE SEGAL COMPANY3+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $90,661 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $84,017 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 27 · EIN 20-8080381 | Advisory (Plan) | $26,719 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $25,066 |
ULLICO3+ years Filed as: ULLICO CASUALTY GROUP Service code 22 · EIN 13-2988846 | Insurance Broker | $22,490 |
Filed as: POLK & ASSOCIATES Service code 10 · EIN 38-3388760 | Accounting | $21,200 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 10.07% | 4.25%+5.8pp | -752.26%+762.3pp | 0.19%+9.9pp |
| Employer contribution / active EE | $14,493 | $11,906+21.7% | $31,802-54.4% | $13,763+5.3% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |