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| Provider | Service type | Compensation |
|---|---|---|
VANTAGE CONSULTING GROUP, INC.1+ years Service code 17 · EIN 54-1333680 | Pension Consulting | $1,085,471 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $978,711 |
NISA INVESTMENT ADVISORS, LLC1+ years Service code 27 · EIN 48-1140940 | Advisory (Plan) | $659,301 |
Filed as: HOISINGTON INVESTMENT MGMT CO Service code 28 · EIN 74-2126765 | Investment Management | $358,384 |
COMERICA BANK1+ years Filed as: COMERICA Service code 18 · EIN 42-1741646 | Custodial (other than securities); Sh... | $283,284 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Filed as: IRIDIAN ASSET MANAGEMENT LLC Service code 28 · EIN 06-1439577 | Investment Management | $272,072 |
AMERICAN REALTY ADVISORS1+ years Filed as: INTER-AMERICAN ADVISORS INC Service code 28 · EIN 65-1132814 | Investment Management | $237,476 |
DISCIPLINED ALPHA1+ years Service code 27 · EIN 45-5686678 | Advisory (Plan) | $198,615 |
PYRFORD INTERNATIONAL LTD1+ years Service code 28 · EIN 98-0651721 | Investment Management | $187,052 |
Filed as: KESTREL INVESTMENT MANAGEMENT CORP Service code 28 · EIN 94-3173193 | Investment Management | $100,252 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 9.39% | 6.04%+3.3pp | 5.44%+3.9pp | 9.19%+0.2pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $25,481-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |