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| Provider | Service type | Compensation |
|---|---|---|
LORD ABBETT6+ years Filed as: LORD ABBETT & CO. Service code 28 · EIN 13-5620131 | Investment Management | $164,107 |
METROPOLITAN MANAGEMENT SERVICES6+ years Service code 13 · EIN 45-3845437 | Contract Administrator | $115,878 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 06-0839113 | Actuarial | $115,500 |
DARREN TURTON6+ years Service code 30 · EIN 51-6045848 | Employee (plan); Direct payment from ... | $106,143 |
MICHAEL F. YATES & COMPANY, INC.6+ years Filed as: MICHAEL SPILLANE Service code 30 · EIN 51-6045848 | Employee (plan); Direct payment from ... | $90,493 |
COMERICA BANK1 year Filed as: COMERICA BANK & TRUST, NA Service code 28 · EIN 46-6933818 | Investment Management | $81,374 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $77,305 |
WHITESTAR ADVISORS, LLC6+ years Filed as: WHITESTAR ADVISORS LLC Service code 27 · EIN 03-0496641 | Advisory (Plan) | $70,314 |
Service code 10 · EIN 04-3652965 | Accounting | $67,164 |
BARNES, IACCARINO & SHEPHERD LLP6+ years Filed as: BARNES,IACCARINO & SHEPHERD,LLP Service code 29 · EIN 43-1995226 | Legal | $56,006 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 8.64% | 6.82%+1.8pp | 8.01%+0.6pp | 12.86%-4.2pp |
| Employer contribution / active EE | $7,108 | $12,695-44.0% | $29,476-75.9% | $13,687-48.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |