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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 27-2217293 | Investment Management | $30,751 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1975125 | Actuarial | $25,263 |
BANSLEY AND KIENER, LLP4+ years Service code 10 · EIN 36-2152389 | Accounting | $15,000 |
HAMILTON LANE ADVISORS, LLC2 years Filed as: HAMILTON LANE ADVISORS LLC Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $13,884 |
COMERICA BANK4+ years Service code 19 · EIN 36-6550487 | Securities Custodian | $13,282 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $13,000 |
OGLETREE DEAKINS2 years Filed as: OGLETREE DEAKINS NASH SMOAK & STEWA Service code 29 · EIN 57-1044820 | Legal | $5,418 |
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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 | $40,848-100.0% | $346,182-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 20.3%-20.3pp | 52.1%-52.1pp | 13.0%-13.0pp |
| Annual return | 1.20% | 22.30%-21.1pp | 13.48%-12.3pp | 13.59%-12.4pp |
| Employer contribution / active EE | $33,492 | $18,386+82.2% | $47,067-28.8% | $14,592+129.5% |
| Participant deferral / active EE | $0 | $11-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $14,572-100.0% | $29,657-100.0% |