| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 53-0220586 | Plan Administrator | $748,236 |
ENTRUST PARTNERS OFFSHORE LP3+ years Filed as: ENTRUST PARTNERS LLC Service code 51 · EIN 46-4544969 | Investment Mgmt Fees | $665,593 |
BELL ASSET MANAGEMENT LIMITED3+ years Service code 51 · EIN 04-3412674 | Investment Mgmt Fees | $489,912 |
JOHNSTON ASSET MANAGEMENT2 years Filed as: HARDMAN JOHNSTON Service code 28 · EIN 13-3257590 ONE LANDMARK SQUARE, 20TH FLOOR · STAMFORD, CT 06901 | Investment Management | $461,784 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $437,172 |
COMERICA BANK3+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $255,454 |
THE SEGAL COMPANY3+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $251,377 |
CHEIRON3+ years Filed as: CHEIRON INC. Service code 11 · EIN 13-4215617 | Actuarial | $237,354 |
LORD ABBETT3+ years Filed as: LORD ABBETT & CO Service code 51 · EIN 13-5620131 | Investment Mgmt Fees | $207,444 |
Service code 28 · EIN 04-2895544 | Investment Management | $182,882 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $341,093,897-100.0% | $161,646-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 0.0%0pp |
| Annual return | 6.90% | 21.83%-14.9pp | 12.93%-6.0pp | 21.83%-14.9pp |
| Employer contribution / active EE | $15,964 | $12,237+30.5% | $35,210-54.7% | $12,237+30.5% |
| Participant deferral / active EE | $3,103 | $987+214.2% | $458+578.2% | $987+214.2% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $4,659-100.0% | $1,551,325-100.0% |