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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF ANN ARBOR Service code 18 · EIN 38-3252110 | Direct payment from the plan; Custodi... | $180,180 |
CONLIN'S FURNITURE7+ years Filed as: CONLIN, MCKENNEY & PHILBRICK, P.C. Service code 29 · EIN 38-2772489 | Legal | $143,889 |
ANN ARBOR BENEFIT ADMINISTRATORS7+ years Service code 13 · EIN 38-2866123 | Contract Administrator | $127,475 |
THE SEGAL COMPANY3 years Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $124,957 |
Filed as: ROYAL BANK OF CANADA Service code 27 · EIN 41-1416330 | Advisory (Plan) | $90,000 |
THOMAS D LUCZAK, PLLC1 year Service code 29 · EIN 87-3430280 438 SOUTH FIFTH AVENUE · ANN ARBOR, MI 48104 | Legal | $81,724 |
POLK AND ASSOCIATES, P.L.C.5 years Filed as: POLK & ASSOCIATES Service code 10 · EIN 38-3388760 | Accounting | $26,440 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 50 · EIN 20-8080381 | Direct Payment | $20,058 |
ULLICO4 years Service code 22 · EIN 13-2988846 | Insurance Broker | $13,259 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -4.70% | -8.26%+3.6pp | -5.85%+1.1pp | 2.78%-7.5pp |
| Employer contribution / active EE | $14,439 | $12,543+15.1% | $31,839-54.6% | $15,276-5.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |