| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP9+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 14 PO BOX 77000 · DETROIT, MI 48277 | Plan Administrator | $1,889,448 |
ERNST & YOUNG LLP2 years Filed as: ERNST AND YOUNG LLP Service code 65 1401 MCKINNEY ST STE 2400 · HOUSTON, TX 77010 | Account Maintenance | $1,610,277 |
Service code 28 · EIN 75-2500241 | Investment Management | $293,896 |
Filed as: SILVERCREST ASSET MGNT GROUP Service code 28 · EIN 13-4194623 | Investment Management | $253,228 |
Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 | Investment Management | $168,734 |
MADISON INVESTMENTS SERVICES7 years Service code 28 · EIN 39-1994160 | Investment Management | $168,732 |
LAZARD ASSET MANAGEMENT1 year Service code 28 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $125,065 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $95,556 |
MPC CAPITAL ADVISORS LLC9+ years Filed as: MPC CAPITAL ADVISORS Service code 70 622 3 AVE 38TH FLR · NEW YORK, NY 10017 | Consulting Fees | $65,000 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET Service code 28 1 LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $43,363 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $185,041-100.0% | $306,246-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 62.9%-62.9pp | 2.4%-2.4pp |
| Annual return | 9.27% | 10.25%-1.0pp | 35.16%-25.9pp | 22.81%-13.5pp |
| Employer contribution / active EE | $34,117 | $45,684-25.3% | $46,401-26.5% | $18,290+86.5% |
| Participant deferral / active EE | $0 | $180-100.0% | $72-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $28,548-100.0% | $4,448-100.0% | $85,222-100.0% |