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| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD2+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $505,253 |
SMITH GRAHAM2+ years Filed as: SMITH GRAHAM & CO INV. ADV., LP Service code 28 · EIN 76-0301817 | Investment Management | $214,520 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $103,828 |
COHEN & STEERS2+ years Filed as: COHEN WEISS AND SIMON Service code 29 · EIN 13-1592323 | Legal | $75,186 |
SCHRODER INVESTMENT MANAGEMENT2+ years Filed as: SCHRODER INVESTMENT MGMT. N.A. Service code 28 · EIN 13-4064414 | Investment Management | $71,881 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: DEUTSCHE BANK Service code 18 · EIN 13-6065488 | Custodial (other than securities); Di... | $15,831 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 23 · EIN 33-0785439 | Direct payment from the plan; Insuran... | $8,776 |
AVITAR SOLUTIONS, INC.1 year Service code 49 · EIN 11-3622054 | Other Services | $6,193 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $3,342 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $381,942,733-100.0% | $322,681-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 4.05% | 5.96%-1.9pp | 4.07%0pp | 9.19%-5.1pp |
| Employer contribution / active EE | $2,221 | $13,653-83.7% | $36,235-93.9% | $12,608-82.4% |
| Participant deferral / active EE | $0 | $0 | $215-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $7,128-100.0% | $2,655,710-100.0% |