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| Provider | Service type | Compensation |
|---|---|---|
JAY. A FISHMAN, LTD.1+ years Service code 28 THE COLUMBIA CENTER · TROY, MI 48084 | Investment Management | $197,645 |
SUNTRUST BANKS, INC.1+ years Service code 21 P.O. BOX 4418 · ATLANTA, GA 303024418 | Bank Trustee | $65,148 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN INC. Service code 11 15800 W. BLUEMOUND ROAD · BROOKFIELD, WI 53005 | Actuarial | $18,052 |
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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 | $31,920-100.0% | $96,302-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 8.8%-8.8pp | 15.7%-15.7pp |
| Annual return | -3.49% | -2.03%-1.5pp | -2.90%-0.6pp | -7.14%+3.6pp |
| Employer contribution / active EE | $80,656 | $10,249+687.0% | $27,990+188.2% | $14,613+451.9% |
| Participant deferral / active EE | $0 | $47-100.0% | $137-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $519-100.0% | $1,191-100.0% |