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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 38-3763096 2000 TOWN CENTER STE 2370 · SOUTHFIELD, MI 48075 | Legal | $191,734 |
WELLINGTON TRUST COMPANY4+ years Service code 18 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment advisory (plan); Trustee (... | $150,904 |
BENESYS, INC.1 year Service code 14 · EIN 38-2383171 700 TOWER DRIVE, STE 300 · TROY, MI 48098 | Plan Administrator | $143,312 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 18 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment management; Trustee (bank,... | $73,031 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 18 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10036 | Direct payment from the plan; Investm... | $51,830 |
Filed as: STEFANSKY, HOLLOWAY, & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Accounting | $51,440 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Bank Trustee | $48,559 |
THE BANK OF NEW YORK MELLON4+ 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... | $33,904 |
COMERICA BANK4+ years Service code 19 · EIN 42-1741646 PO BOX 75000 · DETROIT, MI 48275 | Securities Custodian | $31,250 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 11590 NORTH MERIDIAN ST · CARMEL, IN 46032 | Actuarial | $29,700 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 4.19% | 10.27%-6.1pp | 10.56%-6.4pp | 53.27%-49.1pp |
| Employer contribution / active EE | $20,145 | $12,273+64.1% | $30,197-33.3% | $14,774+36.4% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |