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| Provider | Service type | Compensation |
|---|---|---|
THOMAS D LUCZAK, PLLC2 years Service code 29 · EIN 87-3430280 438 SOUTH FIFTH AVENUE · ANN ARBOR, MI 48104 | Legal | $227,506 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF ANN ARBOR Service code 18 · EIN 38-3252110 | Investment advisory (plan); Custodial... | $162,614 |
ANN ARBOR BENEFIT ADMINISTRATORS8+ years Service code 13 · EIN 38-2866123 | Contract Administrator | $133,870 |
THE SEGAL COMPANY4 years Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $133,404 |
Filed as: ROYAL BANK OF CANADA Service code 27 · EIN 41-1416330 | Advisory (Plan) | $98,443 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 50 · EIN 20-8080381 | Direct Payment | $30,799 |
POLK AND ASSOCIATES, P.L.C.6 years Filed as: POLK & ASSOCIATES Service code 10 · EIN 38-3388760 | Accounting | $24,200 |
ULLICO5 years Service code 22 · EIN 13-2988846 | Insurance Broker | $13,310 |
Filed as: DYNAMIC EDGE Service code 15 1145 OAK VALLEY DRIVE · ANN ARBOR, MI 48108 | Recordkeeping | $5,945 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 0.13% | 7.15%-7.0pp | 20.18%-20.0pp | 37.77%-37.6pp |
| Employer contribution / active EE | $14,915 | $13,270+12.4% | $29,108-48.8% | $15,798-5.6% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |