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| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD8+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $893,623 |
SMITH GRAHAM1 year Filed as: SMITH, GRAHAM & CO. INVESTMENT ADV. Service code 28 · EIN 76-0301817 | Investment Management | $231,089 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $113,933 |
COHEN & STEERS3 years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $95,178 |
Filed as: SCHRODER INVESTMENT MANAGEMENT N.A Service code 28 · EIN 13-4064414 | Investment Management | $66,145 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $39,599 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN ARBITRATION ASSOC INC Service code 16 · EIN 13-0429745 | Consulting | $17,000 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 23 · EIN 33-0785439 | Direct payment from the plan; Insuran... | $9,850 |
Filed as: SIRIUS COMPUTER SOLUTIONS LLC Service code 16 · EIN 36-3310735 | Consulting | $5,561 |
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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 | $2,456,633-100.0% | $565,817-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 29.9%-29.9pp | 1.5%-1.5pp |
| Annual return | -11.90% | 23.41%-35.3pp | -8.80%-3.1pp | 23.41%-35.3pp |
| Employer contribution / active EE | $2,239 | $12,650-82.3% | $43,463-94.8% | $12,650-82.3% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $12-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $866-100.0% | $14,884-100.0% |