| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP2+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 14 DEPARTMENT 77430 · DETROIT, MI 48277 | Plan Administrator | $1,496,856 |
Filed as: CARLSON CAPITAL-BLACK DIAMOND PTNS Service code 28 · EIN 75-2500241 | Investment Management | $589,260 |
Filed as: SILVERCREST Service code 28 · EIN 13-4194623 | Investment Management | $289,237 |
Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 | Investment Management | $189,364 |
MADISON INVESTMENTS SERVICES2+ years Filed as: MADISON INVESTMENT SERVICES Service code 28 · EIN 39-1994160 | Investment Management | $136,540 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD Service code 28 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $130,479 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWER WATSON Service code 28 811 LOUISIANA ST · HOUSTON, TX 77002 | Investment Management | $122,917 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $60,000 |
MPC CAPITAL ADVISORS LLC2+ years Filed as: MPC CAPITAL ADVISORS Service code 28 622 THIRD AVE 38TH FLOOR · NEW YORK, NY 10017 | Investment Management | $49,712 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $44,099 |
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 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | 7.73% | 5.09%+2.6pp | 4.74%+3.0pp | 7.18%+0.5pp |
| Employer contribution / active EE | $20,462 | $33,192-38.4% | $46,220-55.7% | $13,095+56.3% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |