| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP6+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 14 DEPARTMENT 77430 · DETROIT, MI 48277 | Plan Administrator | $1,665,384 |
Service code 28 · EIN 75-2500241 | Investment Management | $228,982 |
Filed as: SILVERCREST Service code 28 · EIN 13-4194623 | Investment Management | $205,950 |
MADISON INVESTMENTS SERVICES4 years Service code 28 · EIN 39-1994160 | Investment Management | $168,746 |
Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 | Investment Management | $147,605 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 28 811 LOUISIANA ST · HOUSTON, TX 77002 | Investment Management | $136,572 |
LAZARD ASSET MANAGEMENT6+ years Filed as: LAZARD Service code 28 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $118,798 |
MPC CAPITAL ADVISORS LLC6+ years Filed as: MPC CAPITAL ADVISORS Service code 28 622 3RD AVE · NEW YORK, NY 10017 | Investment Management | $65,000 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $60,000 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET Service code 28 1 LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $49,434 |
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.
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 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 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 7.16% | 11.57%-4.4pp | 380.71%-373.6pp | 11.45%-4.3pp |
| Employer contribution / active EE | $578 | $36,657-98.4% | $45,089-98.7% | $17,219-96.6% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |