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| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD1+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $2,749,133 |
ROTHSCHILD ASSET MANAGEMENT1+ years Service code 28 · EIN 13-2544634 | Investment Management | $1,511,661 |
COLUMBIA1+ years Filed as: COLUMBIA MGMT INVESTMENT ADVISORS Service code 28 · EIN 13-3180631 | Investment Management | $1,289,619 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 28 · EIN 04-1867445 | Investment Management | $582,789 |
BLACKROCK1+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 28 · EIN 13-3806691 | Investment Management | $580,481 |
Filed as: NEW YORK LIFE INSURANCE CO Service code 28 · EIN 13-5582869 | Investment Management | $333,549 |
Service code 28 · EIN 26-2237421 | Investment Management | $320,665 |
SCHRODER INVESTMENT MANAGEMENT1+ years Filed as: SCHRODER INVESTMENT MANAGEMENT N.A. Service code 28 · EIN 13-4064414 | Investment Management | $296,761 |
Filed as: ALLIANT INSURANCE Service code 23 · EIN 33-0785439 | Insurance services; Direct payment fr... | $280,513 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $276,722 |
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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 | $40,289-100.0% | $209,859-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 42.7%-42.7pp | 4.2%-4.2pp |
| Annual return | 6.90% | 10.64%-3.7pp | 4.16%+2.7pp | 10.64%-3.7pp |
| Employer contribution / active EE | $8,636 | $11,561-25.3% | $29,966-71.2% | $11,561-25.3% |
| Participant deferral / active EE | $0 | $347-100.0% | $145-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,952-100.0% | $312-100.0% |