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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $98,675 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 17 · EIN 80-0250512 | Pension Consulting | $96,253 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1975125 | Consulting | $75,416 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $66,525 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 36-3555078 | Pension Consulting | $59,500 |
COMERICA BANK1 year Service code 19 · EIN 51-6077720 | Securities Custodian | $58,676 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $52,210 |
R. THAMES-SIMMONS1 year Service code 30 · EIN 36-2261990 | Employee (plan); Direct payment from ... | $43,015 |
T. JESIONOWSKI1 year Service code 30 · EIN 36-2261990 | Employee (plan); Direct payment from ... | $36,984 |
DALEY & GEORGES, LTD1 year Filed as: DALEY & GEORGE Service code 29 · EIN 36-3246372 | Legal | $16,242 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 11.70% | 12.33%-0.6pp | 8.32%+3.4pp | 17.84%-6.1pp |
| Employer contribution / active EE | $13,570 | $11,641+16.6% | $30,793-55.9% | $14,688-7.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |