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| Provider | Service type | Compensation |
|---|---|---|
LORD ABBETT7+ years Filed as: LORD ABBETT & CO. Service code 28 · EIN 13-5620131 | Investment Management | $173,036 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 06-0839113 | Actuarial | $151,500 |
COMERICA BANK2 years Filed as: COMERICA BANK & TRUST, NA Service code 28 · EIN 42-1741646 | Investment Management | $123,448 |
WHITESTAR ADVISORS, LLC7+ years Filed as: WHITESTAR ADVISORS LLC Service code 27 · EIN 03-0496641 | Advisory (Plan) | $93,752 |
Service code 10 · EIN 04-3652965 | Accounting | $91,792 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $85,920 |
METROPOLITAN MANAGEMENT SERVICES7+ years Service code 13 · EIN 45-3845437 | Contract Administrator | $83,968 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 28 · EIN 22-1211670 | Investment Management | $83,702 |
Service code 28 · EIN 33-1077887 | Investment Management | $83,702 |
DARREN TURTON7+ years Service code 30 · EIN 51-6045848 | Employee (plan); Direct payment from ... | $68,210 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 7.82% | 19.37%-11.5pp | 11.08%-3.3pp | 15.63%-7.8pp |
| Employer contribution / active EE | $7,263 | $13,107-44.6% | $28,418-74.4% | $11,476-36.7% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |