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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 | $62,158 |
WATKINS ROSS5+ years Filed as: WATKINS ROSS & CO Service code 11 · EIN 38-1477362 200 OTTAWA AVE NW STE 600 · GRAND RAPIDS, MI 49503 | Actuarial | $40,942 |
PLANTE & MORAN, PLLC5+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 27400 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48037 | Accounting | $11,400 |
DAWDA MANN MULCAHY & SADLER5+ years Service code 29 · EIN 38-3235321 39533 WOODWARD AVE STE 200 · BLOOMFIELD HILLS, MI 48304 | Legal | $8,524 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $212,470-100.0% | $428,620-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 52.4%-52.4pp | 46.0%-46.0pp | 47.4%-47.4pp |
| Annual return | 14.70% | 21.43%-6.7pp | 20.73%-6.0pp | 12.16%+2.5pp |
| Employer contribution / active EE | $163,896 | $39,472+315.2% | $36,503+349.0% | $44,747+266.3% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |