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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 36-7045783 | Investment Management | $35,804 |
FOCUSED INVESTORS LLC2 years Service code 28 · EIN 27-0138622 | Investment Management | $31,401 |
MARATHON ASSET MANAGEMENT4+ years Service code 28 | Investment Management | $17,396 |
ACADIAN ASSET MANAGEMENT LLC4+ years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 · EIN 04-2929221 | Investment Management | $10,751 |
COMERICA BANK4+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $9,147 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | -6.45% | -0.95%-5.5pp | -0.67%-5.8pp | -0.69%-5.8pp |
| Employer contribution / active EE | $5,021 | $18,555-72.9% | $31,731-84.2% | $16,786-70.1% |
| Participant deferral / active EE | $0 | $1,384-100.0% | $473-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |