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| Provider | Service type | Compensation |
|---|---|---|
NOVARA, TESIJA & CATENACCI, PLLC1+ years Filed as: NOVARA TESIJA, PLLC Service code 29 · EIN 38-3763096 2000 TOWN CENTER STE 2370 · SOUTHFIELD, MI 48075 | Legal | $225,407 |
BENESYS, INC.1+ years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 700 TOWER DRIVE, STE 30 · TROY, MI 48098 | Plan Administrator | $143,213 |
WELLINGTON TRUST COMPANY1+ years Service code 18 · EIN 04-2755549 75 STATE STREET · BOSTON, MA 02109 | Direct payment from the plan; Trustee... | $103,878 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 18 · EIN 94-3112180 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Custodial (other than securities); Tr... | $91,303 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 18 · EIN 25-1442864 1 BOSTON PLACE, STE 2400 · BOSTON, MA 02108 | Investment management fees paid direc... | $74,489 |
Filed as: STEFANSKY, HOLLOWAY, & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Accounting | $61,190 |
DETROIT & VICINITY TORWEL TRADES1+ years Filed as: DETROIT AND VICINITY TROWEL TRADES Service code 19 700 TOWER DRIVE · TROY, MI 48098 | Securities Custodian | $54,061 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 18 · EIN 26-4310632 | Investment advisory (plan); Investmen... | $47,811 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 18 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment management; Investment adv... | $44,772 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 18 · EIN 25-6078093 50 FREMONT ST., STE 3900 · SAN FRANCISCO, CA 94105 | Investment management fees paid direc... | $41,852 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -3.78% | 3.49%-7.3pp | 4.16%-7.9pp | 7.18%-11.0pp |
| Employer contribution / active EE | $16,133 | $11,083+45.6% | $29,966-46.2% | $13,095+23.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |