| Provider | Service type | Compensation |
|---|---|---|
Filed as: MOONEY, GREEN, SAINDON, MURPHY,WELC Service code 29 · EIN 52-1958229 | Legal | $264,930 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $263,840 |
GEORGES SMETANA6+ years Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $198,544 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $135,491 |
MARQUETTE ASSOCIATES6+ years Filed as: MARQUETTE ASSOCIATES, INC Service code 16 · EIN 36-3485298 | Consulting | $100,000 |
Filed as: JIM THOMOS Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $98,517 |
Filed as: ROBIN MODRZEJEWSKI Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $72,152 |
COMERICA BANK6+ years Service code 18 · EIN 52-6118568 | Other investment fees and expenses; C... | $70,000 |
KATHLEEN RZEPLINSKI6+ years Filed as: KATHLEEN NOLAN Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $65,817 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT TR Service code 28 · EIN 04-3532603 | Investment Management | $60,569 |
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 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | 3.75% | 11.91%-8.2pp | 36.37%-32.6pp | 13.24%-9.5pp |
| Employer contribution / active EE | $6,995 | $16,637-58.0% | $37,223-81.2% | $14,616-52.1% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |