Filings through .
2 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$1.1M in admin expenses, $586 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 10 by compensation.
| Provider | Compensation |
|---|---|
MARCO CONSULTING GROUP11+ years Service code 17 · EIN 13-2646110 Pension Consulting | $322,482 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 94-1503999 Actuarial | $182,688 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 Accounting | $94,540 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 Investment Management | $70,126 |
EMPLOYEE A6 years Filed as: EMPLOYEE 1 Service code 30 · EIN 95-6123049 Employee (plan) | $57,316 |
EMPLOYEE A6 years Filed as: EMPLOYEE 2 Service code 30 · EIN 95-6123049 Employee (plan) | $46,055 |
NEWTOWER TRUST COMPANY3 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 Investment Management | $40,653 |
TIFFANY LENA11+ years Service code 29 · EIN 56-0452052 Legal | $34,464 |
EMPLOYEE A6 years Filed as: EMPLOYEE 3 Service code 30 · EIN 95-6123049 Employee (plan) | $31,380 |
COMERICA BANK8 years Service code 19 · EIN 94-2535107 Securities Custodian | $14,663 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Laura L. Mitchell Segal Schedule MB | Schedule MB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025