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| Provider | Service type | Compensation |
|---|---|---|
GAMCO ASSET MANAGEMENT3+ years Filed as: GAMCO ASSET MANAGEMENT INC. Service code 28 ONE CORPORATE CENTER · RYE, NC 10580 | Investment Management | $336,698 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $241,844 |
FRONTIER CAPITAL MANAGEMENT3+ years Filed as: FRONTIER CAPITAL MANAGEMENT COMPANY Service code 28 · EIN 04-3492668 | Investment Management | $203,569 |
Filed as: MESIROW FINANCIAL EQUITY MANAGEMENT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $180,583 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 17 · EIN 36-4291971 | Pension Consulting | $160,000 |
HESSIAN & MCKASY, PA1 year Filed as: HESSIAN & MCKASY P.A. Service code 29 · EIN 20-1551306 | Legal | $142,520 |
COMERICA BANK3+ years Service code 18 · EIN 42-1741646 | Other investment fees and expenses; C... | $114,899 |
GREGORIO MARCO1 year Filed as: GREGORIO MARCO, LTD Service code 29 · EIN 36-4028033 | Legal | $89,025 |
Filed as: DENNIS KRAMER Service code 30 · EIN 38-6056780 | Employee (plan); Direct payment from ... | $69,739 |
PLANTE & MORAN, PLLC3+ years Service code 10 · EIN 38-1357951 | Accounting | $69,300 |
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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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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 9.61% | 2.02%+7.6pp | -752.26%+761.9pp | 33.37%-23.8pp |
| Employer contribution / active EE | $33,273 | $12,422+167.9% | $31,802+4.6% | $11,253+195.7% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |