| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $760,151 |
LOOMIS SAYLES1 year Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $343,487 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $162,131 |
GEORGES SMETANA8+ years Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $157,052 |
Filed as: MOONEY, GREEN, SAINDON, MURPHY,WELC Service code 29 · EIN 52-1958229 | Legal | $155,997 |
Filed as: JIM THOMOS Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $155,009 |
Filed as: ROBIN MODRZEJEWSKI Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $78,773 |
MARQUETTE ASSOCIATES8+ years Filed as: MARQUETTE ASSOCIATES, INC Service code 16 · EIN 36-3485298 | Consulting | $75,000 |
COMERICA BANK2 years Filed as: COMERICA Service code 18 · EIN 52-6118568 | Custodial (other than securities); Ot... | $70,000 |
BASYS8+ years Filed as: BASYS, INC Service code 49 · EIN 52-1796473 | Other Services | $62,301 |
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 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 16.70% | 20.09%-3.4pp | 15.31%+1.4pp | 37.77%-21.1pp |
| Employer contribution / active EE | $8,401 | $15,382-45.4% | $28,686-70.7% | $15,798-46.8% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |