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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP8+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $331,630 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 94-1503999 | Actuarial | $89,449 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE 1 Service code 30 · EIN 95-6123049 | Employee (plan) | $50,296 |
TIFFANY LENA8+ years Service code 29 · EIN 56-0452052 | Legal | $45,793 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE 2 Service code 30 · EIN 95-6123049 | Employee (plan) | $38,949 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $35,740 |
Service code 99 · EIN 95-6053541 | Other Fees | $28,720 |
MICHAEL F. YATES & COMPANY, INC.8+ years Filed as: MICHAEL SUROWITZ Service code 10 · EIN 23-2336426 | Accounting | $24,588 |
EMPLOYEE 53 years Filed as: EMPLOYEE 3 Service code 30 · EIN 95-6123049 | Employee (plan) | $14,452 |
COMERICA BANK5 years Service code 19 · EIN 94-2535107 | Securities Custodian | $13,074 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -10.51% | -8.26%-2.2pp | -5.84%-4.7pp | 2.77%-13.3pp |
| Employer contribution / active EE | $16,454 | $12,543+31.2% | $31,839-48.3% | $15,262+7.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |