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| Provider | Service type | Compensation |
|---|---|---|
GCM GROSVENOR2+ years Filed as: GROSVENOR CAPITAL MANAGEMENT L.P. Service code 28 · EIN 36-3795985 | Investment Management | $386,239 |
GAMCO ASSET MANAGEMENT2+ years Filed as: GAMCO ASSET MANAGEMENT INC. Service code 28 · EIN 13-4044521 | Investment Management | $375,677 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: THE PRINCIPAL FINANCIAL GROUP Service code 28 · EIN 42-0127290 | Investment Management | $263,986 |
NEWTOWER TRUST COMPANY2+ years Service code 28 · EIN 30-0872552 | Investment Management | $243,657 |
EARNEST PARTNERS, LLC2+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $240,109 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 17 · EIN 36-4291971 | Pension Consulting | $192,500 |
O'SULLIVAN ASSOCIATES2+ years Filed as: SULLIVAN, WARD, ASHER & PATTON, PC Service code 29 · EIN 38-1880608 | Legal | $192,019 |
FRONTIER CAPITAL MANAGEMENT2+ years Filed as: FRONTIER CAPITAL MANAGEMENT COMPANY Service code 28 · EIN 04-3492668 | Investment Management | $180,465 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $171,520 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $162,608 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 9.30% | 12.33%-3.0pp | 8.32%+1.0pp | 17.84%-8.5pp |
| Employer contribution / active EE | $32,959 | $11,641+183.1% | $30,793+7.0% | $14,688+124.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |