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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 | Recordkeeping | $304,189 |
RYAN LABS ASSET MANAGEMENT2 years Filed as: RYAN LABS ASSET MANAGEMENT INC. Service code 28 · EIN 47-3503928 | Investment Management | $216,957 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $83,494 |
COMERICA BANK2 years Filed as: COMERICA INCORPORATED Service code 19 · EIN 42-1741646 | Securities Custodian | $74,452 |
PLANTE & MORAN, PLLC4+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $45,450 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 17 · EIN 74-2794194 | Pension Consulting | $45,000 |
HELEN CLEVELAND PC4+ years Service code 29 · EIN 11-3672269 | Legal | $15,717 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -4.18% | 7.01%-11.2pp | 12.68%-16.9pp | 0.19%-4.4pp |
| Employer contribution / active EE | $20,419 | $12,638+61.6% | $22,860-10.7% | $13,763+48.4% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |