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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 36-7045783 | Investment Management | $23,595 |
FOCUSED INVESTORS LLC4 years Service code 28 · EIN 27-0138622 | Investment Management | $21,992 |
COMERICA BANK6+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $9,846 |
Filed as: INDEPENDENT FRANCHISE PARTNERS Service code 28 P.O. BOX 4766 · CHICAGO, IL 60680 | Investment Management | $9,555 |
Filed as: MARATHON ASSET MANAGEMENT, LLP Service code 21 · EIN 95-4328983 | Bank Trustee | $9,227 |
ACADIAN ASSET MANAGEMENT LLC6+ years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 · EIN 04-2929221 | Investment Management | $8,777 |
Filed as: STATE STREET GBL ADVISOR TRUST CO Service code 18 · EIN 81-4017137 | Investment management; Direct payment... | $4,491 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $274,636-100.0% | $247,190-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.2%-15.2pp | 43.0%-43.0pp |
| Annual return | 3.89% | 7.44%-3.6pp | 7.87%-4.0pp | 259.17%-255.3pp |
| Employer contribution / active EE | $0 | $36,975-100.0% | $31,784-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $171-100.0% | $241-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $288,252-100.0% | $240,514-100.0% | $21,502-100.0% |