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| Provider | Service type | Compensation |
|---|---|---|
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $326,810 |
Service code 28 · EIN 26-2237421 | Investment Management | $205,712 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $187,407 |
BENESYS, INC.1+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $177,267 |
Service code 14 · EIN 94-3053367 | Plan Administrator | $144,631 |
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $105,350 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $81,741 |
BUCKINGHAM STRATEGIC PARTNERS1+ years Filed as: FOCUS INVESTMENT ADVISORS Service code 27 · EIN 33-0606466 | Advisory (Plan) | $72,137 |
LEONARD CARDER, LLP1+ years Service code 29 · EIN 94-2819269 | Legal | $51,828 |
COMERICA BANK1+ years Service code 18 · EIN 42-1741646 | Custodial (other than securities); Cu... | $51,019 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -2.96% | 1.36%-4.3pp | -1.61%-1.3pp | 1.67%-4.6pp |
| Employer contribution / active EE | $10,764 | $10,832-0.6% | $30,840-65.1% | $10,506+2.5% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |