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| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD9+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $968,303 |
SMITH GRAHAM2 years Filed as: SMITH, GRAHAM & CO. INVESTMENT ADV. Service code 28 · EIN 76-0301817 | Investment Management | $215,287 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $98,248 |
VIRGINIA & AMBINDER, LLP1 year Filed as: VIRGINIA & AMBINDER LLP Service code 29 · EIN 13-4166736 | Legal | $51,135 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $49,745 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 23 · EIN 33-0785439 | Direct payment from the plan; Insuran... | $45,438 |
Filed as: SCHRODER INVESTMENT MANAGEMENT N.A Service code 28 · EIN 13-4064414 | Investment Management | $45,335 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN ARBITRATION ASSOCIATION Service code 29 · EIN 13-0429745 | Legal | $24,625 |
COHEN & STEERS4 years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $20,084 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $9,572 |
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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 | $13,363-100.0% | $398,892-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 54.1%-54.1pp | 2.2%-2.2pp |
| Annual return | 7.23% | 9.11%-1.9pp | 8.54%-1.3pp | 9.11%-1.9pp |
| Employer contribution / active EE | $1,211 | $12,231-90.1% | $37,153-96.7% | $12,231-90.1% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $18-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $77,551-100.0% | $125-100.0% |