| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP5+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 14 DEPARTMENT 77430 · DETROIT, MI 48277 | Plan Administrator | $1,620,189 |
Filed as: SILVERCREST Service code 28 · EIN 13-4194623 | Investment Management | $279,140 |
Service code 28 · EIN 75-2500241 | Investment Management | $229,629 |
Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 | Investment Management | $194,926 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 28 811 LOUISIANA ST · HOUSTON, TX 77002 | Investment Management | $162,320 |
LAZARD ASSET MANAGEMENT5+ years Filed as: LAZARD Service code 28 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $142,454 |
MADISON INVESTMENTS SERVICES3 years Service code 28 · EIN 39-1994160 | Investment Management | $142,364 |
MPC CAPITAL ADVISORS LLC5+ years Filed as: MPC CAPITAL ADVISORS Service code 28 622 THIRD AVE · NEW YORK, NY 10017 | Investment Management | $65,000 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $60,000 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $52,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 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 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 15.18% | 17.70%-2.5pp | 13.48%+1.7pp | 53.27%-38.1pp |
| Employer contribution / active EE | $46,958 | $40,511+15.9% | $47,067-0.2% | $14,774+217.8% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |