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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 36-7045783 | Investment Management | $34,009 |
FOCUSED INVESTORS LLC1 year Service code 28 · EIN 27-0138622 | Investment Management | $24,340 |
MARATHON ASSET MANAGEMENT3+ years Service code 28 | Investment Management | $17,630 |
COMERICA BANK3+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $8,743 |
ACADIAN ASSET MANAGEMENT LLC3+ years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 · EIN 04-2929221 | Investment Management | $8,251 |
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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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 13.67% | 12.52%+1.1pp | 9.39%+4.3pp | 23.90%-10.2pp |
| Employer contribution / active EE | $4,563 | $13,977-67.4% | $33,466-86.4% | $16,539-72.4% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |