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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5 years Service code 14 · EIN 38-2383171 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Plan Administrator | $146,181 |
WELLINGTON TRUST COMPANY8+ years Service code 18 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Trustee (bank, trust company, or simi... | $133,994 |
Service code 29 · EIN 38-3763096 888 W BIG BEAVER RD 600 · TROY, MI 48084 | Legal | $132,558 |
BENESYS, INC.4 years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 NORTH MERIDIAN ST · CARMEL, IN 46032 | Actuarial | $60,800 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 18 · EIN 26-4310632 1585 BROADWAY AVENUE · NEW YORK, NY 10036 | Direct payment from the plan; Investm... | $57,456 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON Service code 18 · EIN 25-6078093 240 GREENWICH ST · NEW YORK, NY 10286 | Investment management fees paid direc... | $47,054 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY Service code 18 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Trustee (bank, trust company, or simi... | $39,825 |
Filed as: NEWTON INVESTMENT MANAGEMENT Service code 18 201 WASHINGTON PLACE · BOSTON, MA 02108 | Investment management fees paid direc... | $34,530 |
COMERICA BANK8+ years Service code 19 · EIN 42-1741646 411 WEST LAFAYETTE · DETROIT, MI 48226 | Securities Custodian | $34,500 |
Filed as: STEFANSKY, HOLLOWAY, & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Accounting | $34,014 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | -1.73% | 7.15%-8.9pp | 20.18%-21.9pp | 37.74%-39.5pp |
| Employer contribution / active EE | $25,123 | $13,270+89.3% | $29,108-13.7% | $15,788+59.1% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |