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| Provider | Service type | Compensation |
|---|---|---|
THOMAS D LUCZAK, PLLC3 years Service code 29 · EIN 87-3430280 | Legal | $216,991 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF ANN ARBOR Service code 18 · EIN 38-3252110 | Investment advisory (plan); Custodial... | $181,276 |
THE SEGAL COMPANY5 years Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $150,149 |
ANN ARBOR BENEFIT ADMINISTRATORS9+ years Service code 13 · EIN 38-2866123 | Contract Administrator | $142,100 |
Filed as: ROYAL BANK OF CANADA Service code 27 · EIN 41-1416330 | Advisory (Plan) | $90,000 |
POLK AND ASSOCIATES, P.L.C.7 years Filed as: POLK & ASSOCIATES Service code 10 · EIN 38-3388760 | Accounting | $21,520 |
ULLICO6 years Service code 22 · EIN 13-2988846 | Insurance Broker | $14,261 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 19.82% | 11.08%+8.7pp | 8.10%+11.7pp | 8.76%+11.1pp |
| Employer contribution / active EE | $19,646 | $13,910+41.2% | $28,649-31.4% | $16,664+17.9% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |