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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF ANN ARBOR Service code 18 · EIN 38-3252110 | Direct payment from the plan; Investm... | $150,531 |
Service code 17 · EIN 41-1416330 | Pension Consulting | $146,160 |
CONLIN'S FURNITURE5+ years Filed as: CONLIN, MCKENNEY & PHILBRICK, P.C. Service code 29 · EIN 38-2772489 | Legal | $139,220 |
ANN ARBOR BENEFIT ADMINISTRATORS5+ years Service code 13 · EIN 38-2866123 | Contract Administrator | $114,283 |
THE SEGAL COMPANY1 year Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $87,850 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $28,451 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 27 · EIN 20-8080381 | Advisory (Plan) | $25,012 |
POLK AND ASSOCIATES, P.L.C.3 years Filed as: POLK & ASSOCIATES Service code 10 · EIN 38-3388760 | Accounting | $23,210 |
ULLICO2 years Service code 22 · EIN 13-2988846 | Insurance Broker | $16,108 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 8.65% | 6.41%+2.2pp | 8.01%+0.6pp | 11.45%-2.8pp |
| Employer contribution / active EE | $15,213 | $11,592+31.2% | $29,476-48.4% | $17,219-11.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |