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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT FUND SERVICE COMPANY1+ years Service code 13 · EIN 25-1324245 | Contract Administrator | $187,625 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN WEST CAPITAL MGMT. Service code 28 · EIN 95-4766779 | Investment Management | $85,427 |
APEX CAPITAL MANAGEMENT1+ years Service code 28 · EIN 31-1198068 | Investment Management | $69,291 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB ALLEGIENCE REAL ESTATE Service code 28 · EIN 27-0185492 | Investment Management | $68,473 |
C.S. MCKEE, L.P.1+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $58,849 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 13-2919773 | Advisory (Plan) | $50,000 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 34-0797057 | Investment Management | $31,632 |
GROSSMAN YANAK & FORD LLP1+ years Filed as: GROSSMAN YANAK & FORD, LLP Service code 10 · EIN 25-1638525 | Accounting | $30,414 |
COWDEN ASSOCIATES, INC.1+ years Service code 11 · EIN 25-1750131 | Actuarial | $28,440 |
STATE STREET GLOBAL ADVISORS1+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $27,428 |
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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 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | 0.67% | -0.74%+1.4pp | -1.08%+1.7pp | -0.60%+1.3pp |
| Employer contribution / active EE | $8,547 | $12,555-31.9% | $35,779-76.1% | $12,272-30.4% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |