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| Provider | Service type | Compensation |
|---|---|---|
O'SULLIVAN ASSOCIATES4+ years Filed as: SULLIVAN, WARD, ASHER & PATTON, PC Service code 29 · EIN 38-1880608 | Legal | $341,413 |
BENESYS, INC.4+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $308,338 |
GAMCO ASSET MANAGEMENT4+ years Filed as: GAMCO ASSET MANAGEMENT INC. Service code 28 ONE CORPORATE CENTER · RYE, NY 10580 | Investment Management | $255,905 |
PLANTE & MORAN, PLLC4+ years Service code 10 · EIN 38-1357951 | Accounting | $248,455 |
HESSIAN & MCKASY, PA2 years Filed as: HESSIAN & MCKASY P.A. Service code 29 · EIN 20-1551306 | Legal | $236,826 |
FRONTIER CAPITAL MANAGEMENT4+ years Filed as: FRONTIER CAPITAL MANAGEMENT COMPANY Service code 28 · EIN 04-3492668 | Investment Management | $194,494 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $190,054 |
NEPC, LLC1 year Service code 17 · EIN 26-1429809 | Pension Consulting | $186,944 |
COMERICA BANK4+ years Service code 18 · EIN 42-1741646 | Direct payment from the plan; Other i... | $150,352 |
GCM GROSVENOR1 year Filed as: GROSVENOR Service code 28 900 NORTH MICHIGAN AVENUE · CHICAGO, IL 60611 | Investment Management | $101,715 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 3.27% | 12.20%-8.9pp | 10.56%-7.3pp | 21.83%-18.6pp |
| Employer contribution / active EE | $30,356 | $12,801+137.1% | $30,199+0.5% | $12,237+148.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |