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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY5+ years Service code 18 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Custodial (other than securities); Di... | $165,847 |
BENESYS, INC.2 years Service code 14 · EIN 38-2383171 700 TOWER DRIVE, STE 300 · TROY, MI 48098 | Plan Administrator | $158,165 |
Service code 29 · EIN 38-3763096 888 W. BIG BEAVER RD, 600 · TROY, MI 48084 | Legal | $116,769 |
Filed as: STEFANSKY, HOLLOWAY, & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Accounting | $58,723 |
THE BANK OF NEW YORK MELLON5+ 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... | $57,270 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON Service code 18 · EIN 25-6078093 50 FREMONT ST., STE 3900 · SAN FRANCISCO, CA 94105 | Trustee (bank, trust company, or simi... | $52,934 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 18 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10036 | Investment management fees paid direc... | $52,584 |
LOOMIS SAYLES5+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 18 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment advisory (plan); Investmen... | $47,780 |
BENESYS, INC.1 year Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 NORTH MERIDIAN ST · CARMEL, IN 46032 | Actuarial | $31,600 |
COMERICA BANK5+ years Service code 19 · EIN 42-1741646 PO BOX 75000 · DETROIT, MI 48275 | Securities Custodian | $31,000 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | -6.78% | 6.41%-13.2pp | 8.01%-14.8pp | 11.45%-18.2pp |
| Employer contribution / active EE | $20,249 | $11,592+74.7% | $29,475-31.3% | $17,219+17.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |