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| Provider | Service type | Compensation |
|---|---|---|
LORD ABBETT8+ years Filed as: LORD ABBETT & CO. Service code 28 · EIN 13-5620131 | Investment Management | $153,646 |
SS&C GLOBEOP1 year Service code 28 · EIN 06-1169696 | Investment Management | $132,246 |
COMERICA BANK3 years Filed as: COMERICA BANK & TRUST, NA Service code 28 · EIN 42-1741646 | Investment Management | $119,923 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 06-0839113 | Actuarial | $108,183 |
WHITESTAR ADVISORS, LLC8+ years Filed as: WHITESTAR ADVISORS LLC Service code 27 · EIN 03-0496641 | Advisory (Plan) | $93,752 |
GRAHAM GLOBAL1 year Filed as: GRAHAM CAPITAL MANAGEMENT LP Service code 28 · EIN 06-1398337 | Investment Management | $88,994 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $87,007 |
GCM GROSVENOR1 year Filed as: GROSVENOR CAPITAL MANAGEMENT LP Service code 28 · EIN 36-3795985 | Investment Management | $86,522 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $78,262 |
DARREN TURTON8+ years Service code 30 · EIN 51-6045848 | Direct payment from the plan; Employe... | $75,513 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -5.54% | -7.95%+2.4pp | -5.85%+0.3pp | 23.41%-29.0pp |
| Employer contribution / active EE | $8,293 | $13,972-40.6% | $31,839-74.0% | $12,650-34.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |