| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP8+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 14 DEPARTMENT 77430 · DETROIT, MI 48277 | Plan Administrator | $1,752,044 |
ERNST & YOUNG LLP1 year Filed as: ERNST AND YOUNG LLP Service code 27 1401 MCKINNEY STREET · HOUSTON, TX 77010 | Advisory (Plan) | $447,445 |
Service code 28 · EIN 75-2500241 | Investment Management | $281,315 |
Filed as: SILVERCREST Service code 28 · EIN 13-4194623 | Investment Management | $269,594 |
Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 | Investment Management | $179,471 |
MADISON INVESTMENTS SERVICES6 years Service code 28 · EIN 39-1994160 | Investment Management | $172,997 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK NA Service code 27 · EIN 94-1347393 | Advisory (Plan) | $151,164 |
LAZARD ASSET MANAGEMENT8+ years Filed as: LAZARD Service code 28 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $119,362 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: J P MORGAN CHASE Service code 27 277 PARK AVENUE · NEW YORK, NY 10172 | Advisory (Plan) | $65,000 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $60,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $319,010-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | -9.38% | -13.41%+4.0pp | 10.22%-19.6pp | 2.78%-12.2pp |
| Employer contribution / active EE | $1,141 | $53,848-97.9% | $51,212-97.8% | $15,276-92.5% |
| Participant deferral / active EE | $0 | $1,790-100.0% | $129-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $10,810-100.0% | $1,015-100.0% |