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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 21 · EIN 38-1477362 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Bank Trustee | $57,853 |
WATKINS ROSS3+ years Filed as: WATKINS ROSS & CO Service code 11 · EIN 38-1477362 200 OTTAWA AVE NW STE 600 · GRAND RAPIDS, MI 49503 | Actuarial | $32,457 |
DAWDA MANN MULCAHY & SADLER3+ years Service code 29 · EIN 38-3235321 39533 WOODWARD AVE STE 200 · BLOOMFIELD HILLS, MI 48304 | Legal | $16,080 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 27400 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48037 | Accounting | $10,500 |
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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 | $202,389-100.0% | $198,173-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 42.0%-42.0pp | 45.9%-45.9pp |
| Annual return | 11.27% | 9.90%+1.4pp | 10.16%+1.1pp | 10.21%+1.1pp |
| Employer contribution / active EE | $26,717 | $36,071-25.9% | $33,192-19.5% | $42,272-36.8% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |