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| Provider | Service type | Compensation |
|---|---|---|
WESTERN ASSET MANAGEMENT COMPANY9+ years Service code 28 · EIN 95-2705767 | Investment Management | $487,445 |
COMERICA BANK9+ years Service code 18 · EIN 42-1741646 | Participant communication; Other inve... | $170,153 |
ANGELA ALVEY9+ years Service code 30 3060 WILLIAMS DRIVE, STE 401 · FAIRFAX, VA 22031 | Other fees; Employee (plan) | $159,837 |
REINHART BOERNER VAN DEUREN S.C.9+ years Filed as: REINHART, BOERNER, VAN DEUREN, SC Service code 29 · EIN 39-1126909 | Legal | $143,027 |
Filed as: PENSION BENEFIT INFORMATION LLC Service code 15 · EIN 82-4722389 333 SOUTH 7 ST, STE 2400 · MINNEAPOLIS, MN 55402 | Recordkeeping | $126,840 |
LOUIS PLUNG & COMPANY9+ years Filed as: LOUIS ROSE Service code 30 3060 WILLIAMS DRIVE, STE 401 · FAIRFAX, VA 22031 | Other fees; Employee (plan) | $121,067 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $112,000 |
THE SEGAL COMPANY9+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 | Actuarial | $101,998 |
Service code 49 · EIN 52-1796473 3700 KOPPERS STREET, SUITE 400 · BALTIMORE, MD 21227 | Other Services | $74,880 |
Service code 29 · EIN 52-1958229 | Legal | $74,095 |
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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 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 5.92% | 8.76%-2.8pp | 6.89%-1.0pp | 8.76%-2.8pp |
| Employer contribution / active EE | $3,230 | $16,664-80.6% | $43,868-92.6% | $16,664-80.6% |
| Participant deferral / active EE | $0 | $948-100.0% | $44-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |