| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,026,445 |
LOOMIS SAYLES2 years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $449,419 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $221,798 |
Filed as: JIM THOMOS Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $165,980 |
Filed as: MOONEY, GREEN, SAINDON, MURPHY,WELC Service code 29 · EIN 52-1958229 | Legal | $164,793 |
MARQUETTE ASSOCIATES9+ years Filed as: MARQUETTE ASSOCIATES, INC Service code 16 · EIN 36-3485298 | Consulting | $125,000 |
COMERICA BANK3 years Filed as: COMERICA Service code 18 · EIN 52-6118568 | Other services; Float revenue; Other ... | $124,141 |
GEORGES SMETANA9+ years Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $102,626 |
Filed as: ROBIN MODRZEJEWSKI Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $81,975 |
LUKMAN BAGGIA2 years Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $76,919 |
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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 4.29% | 11.94%-7.6pp | 6.70%-2.4pp | 8.76%-4.5pp |
| Employer contribution / active EE | $10,668 | $15,564-31.5% | $25,217-57.7% | $16,664-36.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |