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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY10+ years Service code 18 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment advisory (plan); Trustee (... | $233,657 |
BENESYS, INC.7 years Service code 10 · EIN 38-2383171 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Accounting | $144,302 |
Filed as: NOVARA LAW GROUP, PLLC Service code 29 · EIN 38-3763096 888 W BIG BEAVER RD 600 · TROY, MI 48084 | Legal | $137,408 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & COMPANY Service code 18 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Securities brokerage; Investment advi... | $88,461 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 15 · EIN 13-2919773 101 W BIG BEAVER STE 1200 · TROY, MI 48084 | Recordkeeping | $65,489 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BNY MELLON Service code 18 · EIN 25-6078093 240 GREENWICH ST · NEW YORK, NY 10286 | Investment management; Custodial (oth... | $60,003 |
STEFANSKY, HOLLOWAY & NICHOLS, INC.10+ years Filed as: STEFANSKY, HOLLOWAY, & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Accounting | $56,285 |
BENESYS, INC.6 years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 NORTH MERIDIAN ST · CARMEL, IN 46032 | Actuarial | $41,368 |
Filed as: NEWTON INVESTMENT MANAGEMENT Service code 18 · EIN 86-1751460 201 WASHINGTON PLACE · BOSTON, MA 02108 | Investment advisory (plan); Investmen... | $35,000 |
MACQUEEN INSURANCE GROUP3 years Filed as: MACQUEEN AND ASSOCIATES, LLC Service code 22 · EIN 20-0495393 415 S WEST ST STE 350 · ROYAL OAK, MI 48067 | Insurance Broker | $26,264 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 5.82% | 8.62%-2.8pp | 8.99%-3.2pp | 10.52%-4.7pp |
| Employer contribution / active EE | $25,635 | $14,400+78.0% | $25,171+1.8% | $15,140+69.3% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |