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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT FUND SERVICE COMPANY3+ years Service code 13 · EIN 25-1324245 | Contract Administrator | $189,501 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB ALLEGIENCE REAL ESTATE Service code 28 · EIN 27-0185492 | Investment Management | $92,891 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN WEST CAPITAL MGMT. Service code 28 · EIN 95-4766779 | Investment Management | $92,128 |
APEX CAPITAL MANAGEMENT3+ years Service code 28 · EIN 31-1198068 | Investment Management | $71,245 |
C.S. MCKEE, L.P.3+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $58,568 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 · EIN 13-2919773 | Advisory (Plan) | $50,000 |
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 34-0797057 | Investment Management | $36,402 |
STATE STREET GLOBAL ADVISORS3+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $34,200 |
GROSSMAN YANAK & FORD LLP3+ years Filed as: GROSSMAN YANAK & FORD, LLP Service code 10 · EIN 25-1638525 | Accounting | $31,902 |
COWDEN ASSOCIATES, INC.3+ years Service code 11 · EIN 25-1750131 | Actuarial | $29,668 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 16.81% | 12.52%+4.3pp | 9.39%+7.4pp | 23.90%-7.1pp |
| Employer contribution / active EE | $9,706 | $13,977-30.6% | $33,466-71.0% | $16,539-41.3% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |