| Provider | Service type | Compensation |
|---|---|---|
BTT INTERNATIONAL PENSION FUND10+ years Service code 13 · EIN 52-6127745 | Contract Administrator | $523,838 |
COMERICA BANK7 years Service code 19 · EIN 38-1998421 P O BOX 67600 · DETROIT, MI 48268 | Securities Custodian | $185,903 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE & SOLUTIONS INC Service code 49 3000 SOUTH LENOIA RD · MAPLE, NJ 08052 | Other Services | $104,646 |
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET CAPITAL LTD Service code 27 200 CLARENDON STREET, 30TH FL · BOSTON, MA 02116 | Advisory (Plan) | $39,188 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $22,918 |
FUIMAN MOGILA, LLP2 years Filed as: FUIMAN MOGILA LLP Service code 29 5 PENN PLAZA 23RD FL · NEW YORK, NY 10001 | Legal | $22,500 |
Filed as: JOHN HANCOCK Service code 19 RETIREMENT PLAN SERVICES-P.O BOX940 · NORWOOD, MA 02062 | Securities Custodian | $21,637 |
EBERTS & HARRISON10+ years Service code 22 · EIN 52-0816262 | Insurance Broker | $19,486 |
CHEIRON10+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $8,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,232 | $63,356-82.3% | $102,437-89.0% | $106,553-89.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 74.5%+25.5pp | 69.8%+30.2pp |
| Annual return | 9.60% | 14.77%-5.2pp | 24.95%-15.3pp | 17.37%-7.8pp |
| Employer contribution / active EE | $874 | $4,310-79.7% | $3,871-77.4% | $3,359-74.0% |
| Participant deferral / active EE | $18 | $3,479-99.5% | $5,060-99.6% | $5,562-99.7% |
| Admin fee / account holder | $46 | $110-58.6% | $8,388-99.5% | $80-42.7% |