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| Provider | Service type | Compensation |
|---|---|---|
LORD ABBETT10+ years Filed as: LORD ABBETT & CO. Service code 28 · EIN 13-5620131 | Investment Management | $177,084 |
COMERICA BANK5 years Filed as: COMERICA BANK & TRUST, NA Service code 28 · EIN 42-1741646 | Investment Management | $144,405 |
GRAHAM GLOBAL3 years Filed as: GRAHAM CAPITAL MANAGEMENT LP Service code 28 · EIN 06-1398337 | Investment Management | $142,394 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 06-0839113 | Actuarial | $132,320 |
WHITESTAR ADVISORS, LLC10+ years Filed as: WHITESTAR ADVISORS LLC Service code 27 · EIN 03-0496641 | Advisory (Plan) | $117,190 |
COLLEEN BRINDISI1 year Service code 30 · EIN 51-6045848 | Direct payment from the plan; Employe... | $98,357 |
Filed as: FRANK D. GREENBERG Service code 30 · EIN 51-6045848 | Employee (plan); Direct payment from ... | $87,440 |
GCM GROSVENOR3 years Filed as: GROSVENOR CAPITAL MANAGEMENT LP Service code 28 · EIN 36-3795985 | Investment Management | $80,000 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $62,563 |
Service code 10 · EIN 04-3652965 | Accounting | $62,057 |
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Employer contribution per participant 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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.65% | 10.33%-0.7pp | 8.10%+1.6pp | 9.30%+0.3pp |
| Employer contribution / active EE | $9,066 | $14,972-39.4% | $28,649-68.4% | $12,551-27.8% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |