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| Provider | Service type | Compensation |
|---|---|---|
JAY. A FISHMAN, LTD.4+ years Service code 28 THE COLUMBIA CENTER · TROY, MI 48084 | Investment Management | $184,346 |
SUNTRUST BANKS, INC.4+ years Service code 21 P.O. BOX 4418 · ATLANTA, GA 303024418 | Bank Trustee | $61,311 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 15 · EIN 84-1532243 | Recordkeeping | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 21 · EIN 84-0467907 | Bank Trustee | $0 |
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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 | $685,614-100.0% | $476,019-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | -8.69% | 3.99%-12.7pp | 4.36%-13.0pp | 10.56%-19.2pp |
| Employer contribution / active EE | $41,212 | $11,621+254.6% | $27,383+50.5% | $13,643+202.1% |
| Participant deferral / active EE | $0 | $27-100.0% | $75-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $15,843-100.0% | $14,020-100.0% | $3,354-100.0% |