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| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD4+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $567,541 |
SMITH GRAHAM4+ years Filed as: SMITH GRAHAM & CO INV. ADV., LP Service code 28 · EIN 76-0301817 | Investment Management | $236,622 |
COHEN & STEERS4+ years Filed as: COHEN WEISS AND SIMON Service code 29 · EIN 13-1592323 | Legal | $225,317 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $109,655 |
SCHRODER INVESTMENT MANAGEMENT4+ years Filed as: SCHRODER INVESTMENT MGMT. N.A. Service code 28 · EIN 13-4064414 | Investment Management | $79,201 |
Service code 36 · EIN 27-0771521 | Direct payment from the plan; Copying... | $14,099 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: DEUTSCHE BANK Service code 18 · EIN 13-6065488 | Custodial (other than securities); Di... | $11,707 |
VIRGINIA & AMBINDER, LLP1 year Filed as: VIRGINIA & AMBER Service code 29 · EIN 13-4166736 | Legal | $11,342 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 23 · EIN 33-0785439 | Direct payment from the plan; Insuran... | $9,833 |
Filed as: ARCHER & BYINGTON Service code 29 · EIN 26-0873462 | Legal | $7,320 |
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Employer 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 | $21,578,776-100.0% | $336,864-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | -9.23% | -2.85%-6.4pp | -3.29%-5.9pp | 33.37%-42.6pp |
| Employer contribution / active EE | $2,903 | $7,024-58.7% | $36,762-92.1% | $11,253-74.2% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $6,121-100.0% | $99,113-100.0% |