| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 | Actuarial | $522,026 |
Filed as: MOONEY, GREEN, SAINDON, MURPHY,WELC Service code 29 · EIN 52-1958229 | Legal | $260,156 |
GEORGES SMETANA7+ years Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $199,281 |
Filed as: JIM THOMOS Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $99,686 |
MARQUETTE ASSOCIATES7+ years Filed as: MARQUETTE ASSOCIATES, INC Service code 16 · EIN 36-3485298 | Consulting | $75,000 |
Filed as: ROBIN MODRZEJEWSKI Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $71,903 |
COMERICA BANK1 year Filed as: COMERICA Service code 19 · EIN 52-6118568 | Securities Custodian | $70,000 |
KATHLEEN RZEPLINSKI7+ years Filed as: KATHLEEN NOLAN Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $65,918 |
LAURA CABALLERO5 years Filed as: LAURA PENA Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $56,718 |
CALIBRE CPA GROUP PLLC7+ years Service code 10 · EIN 47-0900880 | Accounting | $56,505 |
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 | $164,233-100.0% | $53,690-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | 530.28% | -11.26%+541.5pp | -4.80%+535.1pp | 2.78%+527.5pp |
| Employer contribution / active EE | $8,487 | $17,131-50.5% | $30,897-72.5% | $15,276-44.4% |
| Participant deferral / active EE | $0 | $17-100.0% | $64-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $40,849-100.0% | $1,015-100.0% |