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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP10+ years Service code 27 · EIN 13-2646110 | Advisory (Plan) | $286,267 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-1503999 | Actuarial | $99,716 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $70,641 |
MILLER KAPLAN ARASE LLP4 years Service code 10 · EIN 95-2036255 | Accounting | $64,099 |
EMPLOYEE FIDUCIARY, LLC5 years Filed as: EMPLOYEE 1 Service code 30 · EIN 95-6123049 | Employee (plan) | $57,175 |
EMPLOYEE FIDUCIARY, LLC5 years Filed as: EMPLOYEE 2 Service code 30 · EIN 95-6123049 | Employee (plan) | $43,861 |
NEWTOWER TRUST COMPANY2 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $41,497 |
TIFFANY LENA10+ years Service code 29 · EIN 56-0452052 | Legal | $40,310 |
COMERICA BANK7 years Service code 19 · EIN 94-2535107 | Securities Custodian | $14,977 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.04% | 11.08%-1.0pp | 8.10%+1.9pp | 8.76%+1.3pp |
| Employer contribution / active EE | $16,601 | $13,910+19.3% | $28,649-42.1% | $16,650-0.3% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |