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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 24 · EIN 82-3618774 | Discretionary Trustee | $57,613 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE RD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $33,162 |
Service code 27 · EIN 36-3555078 | Advisory (Plan) | $32,500 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP, PLLC. Service code 10 · EIN 47-0900880 | Accounting | $27,678 |
COMERICA BANK1 year Service code 19 · EIN 42-1741646 411 W. LAFAYETTE AVE · DETROIT, MI 48226 | Securities Custodian | $5,130 |
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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 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 6.17% | 10.25%-4.1pp | 8.34%-2.2pp | 8.21%-2.0pp |
| Employer contribution / active EE | $14,203 | $16,685-14.9% | $30,790-53.9% | $13,837+2.6% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |