| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP4+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 14 DEPARTMENT 77430 · DETROIT, MI 48277 | Plan Administrator | $1,564,737 |
Filed as: SILVERCREST Service code 28 · EIN 13-4194623 | Investment Management | $326,931 |
Filed as: CARLSON CAPITAL-BLACK DIAMOND PTNS Service code 28 · EIN 75-2500241 | Investment Management | $223,885 |
Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 | Investment Management | $198,819 |
Filed as: WILLIS TOWERS WATSON Service code 28 811 LOUISIANA ST · HOUSTON, TX 77002 | Investment Management | $154,556 |
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD Service code 28 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $150,024 |
MADISON INVESTMENTS SERVICES2 years Service code 28 · EIN 39-1994160 | Investment Management | $137,691 |
MPC CAPITAL ADVISORS LLC4+ years Filed as: MPC CAPITAL ADVISORS Service code 28 622 THIRD AVE 38TH FLOOR · NEW YORK, NY 10017 | Investment Management | $65,000 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $60,000 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $54,606 |
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 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | -4.40% | -3.37%-1.0pp | -61.72%+57.3pp | 0.19%-4.6pp |
| Employer contribution / active EE | $11,328 | $36,881-69.3% | $47,703-76.3% | $13,763-17.7% |
| Participant deferral / active EE | $0 | $10,776-100.0% | $135-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |