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| Provider | Service type | Compensation |
|---|---|---|
GCM GROSVENOR2 years Filed as: GROSVENOR CAPITAL MANAGEMENT LP Service code 28 · EIN 36-3795985 | Investment Management | $175,875 |
LORD ABBETT9+ years Filed as: LORD ABBETT & CO. Service code 28 · EIN 13-5620131 | Investment Management | $160,989 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 06-0839113 | Actuarial | $136,843 |
SS&C GLOBEOP2 years Service code 28 · EIN 06-1169696 | Investment Management | $130,133 |
COMERICA BANK4 years Filed as: COMERICA BANK & TRUST, NA Service code 28 · EIN 42-1741646 | Investment Management | $123,987 |
WHITESTAR ADVISORS, LLC9+ years Filed as: WHITESTAR ADVISORS LLC Service code 27 · EIN 03-0496641 | Advisory (Plan) | $93,752 |
GRAHAM GLOBAL2 years Filed as: GRAHAM CAPITAL MANAGEMENT LP Service code 28 · EIN 06-1398337 | Investment Management | $90,943 |
Service code 10 · EIN 04-3652965 | Accounting | $79,191 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $77,534 |
DARREN TURTON9+ years Service code 30 · EIN 51-6045848 | Direct payment from the plan; Employe... | $77,048 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 8.29% | 7.95%+0.3pp | 20.18%-11.9pp | 9.11%-0.8pp |
| Employer contribution / active EE | $8,607 | $14,684-41.4% | $29,108-70.4% | $12,231-29.6% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |