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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED THIRD PARTY ADMIN.1+ years Service code 13 · EIN 94-3187938 | Contract Administrator | $174,455 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN D. BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $139,056 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 | Actuarial | $76,576 |
WEINBERG, ROGER & ROSENFELD1+ years Service code 29 · EIN 94-2458080 | Legal | $48,910 |
TRUCKER HUSS1+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $35,924 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $34,628 |
COMERICA BANK1+ years Filed as: COMERICA Service code 19 · EIN 94-2725513 | Securities Custodian | $26,360 |
FREMONT BANK1+ years Service code 18 · EIN 94-1569025 | Custodial (other than securities); Di... | $12,909 |
Filed as: MCDONNELL INVESTMENT MGMT, LLC Service code 28 · EIN 46-1057753 | Investment Management | $8,977 |
LAW OFFICE OF RICHARD A. LAPPING1+ years Service code 29 · EIN 46-2298518 | Legal | $7,622 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | -0.17% | 17.94%-18.1pp | 5.44%-5.6pp | 7.18%-7.4pp |
| Employer contribution / active EE | $7,815 | $12,263-36.3% | $25,481-69.3% | $13,095-40.3% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |