| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 14 DEPARTMENT 77430 · DETROIT, MI 48277 | Plan Administrator | $1,239,168 |
Filed as: SILVERCREST Service code 28 · EIN 13-4194623 | Investment Management | $287,167 |
Filed as: CARLSON CAPITAL-BLACK DIAMOND PTNS Service code 28 · EIN 75-2500241 | Investment Management | $252,532 |
Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 | Investment Management | $190,116 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWER WATSON Service code 28 1221 MCKINNEY STREET · HOUSTON, TX 77010 | Investment Management | $158,807 |
MADISON INVESTMENTS SERVICES1+ years Filed as: MADISON INVESTMENT SERVICES Service code 28 · EIN 39-1994160 | Investment Management | $139,407 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD Service code 28 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $129,758 |
MPC CAPITAL ADVISORS LLC1+ years Filed as: MPC CAPITAL ADVISORS Service code 28 622 THIRD AVE 38TH FLOOR · NEW YORK, NY 10017 | Investment Management | $66,333 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $60,000 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $30,551 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $252,559-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.8%-0.8pp |
| Annual return | -0.85% | -2.09%+1.2pp | -1.68%+0.8pp | -0.60%-0.2pp |
| Employer contribution / active EE | $13,858 | $29,352-52.8% | $44,959-69.2% | $12,272+12.9% |
| Participant deferral / active EE | $0 | $2,027-100.0% | $330-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,994-100.0% | $717-100.0% |