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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF ANN ARBOR Service code 18 · EIN 38-3252110 | Custodial (other than securities); In... | $146,000 |
CONLIN'S FURNITURE4+ years Filed as: CONLIN, MCKENNEY & PHILBRICK, P.C. Service code 29 · EIN 38-2772489 | Legal | $130,676 |
THE SEGAL COMPANY4+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $129,881 |
ANN ARBOR BENEFIT ADMINISTRATORS4+ years Service code 13 · EIN 38-2866123 | Contract Administrator | $103,568 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $27,361 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 27 · EIN 20-8080381 | Advisory (Plan) | $23,411 |
ULLICO1 year Service code 22 · EIN 13-2988846 | Insurance Broker | $22,501 |
POLK AND ASSOCIATES, P.L.C.2 years Filed as: POLK & ASSOCIATES Service code 10 · EIN 38-3388760 | Accounting | $18,678 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $7,300 |
Filed as: CITY PRINTING COMPANY, INC. Service code 36 411 WEST CROSS STREET · YPSILANTI, MI 481980333 | Copying and duplicating; Direct payme... | $5,058 |
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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 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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 2.51% | 10.27%-7.8pp | 10.56%-8.1pp | 53.27%-50.8pp |
| Employer contribution / active EE | $14,286 | $12,273+16.4% | $30,199-52.7% | $14,774-3.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |