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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT FUND SERVICE COMPANY4+ years Service code 13 · EIN 25-1324245 | Contract Administrator | $191,378 |
METLIFE LIFE INSURANCE COMPANY4+ years Filed as: METROPOLITAN WEST CAPITAL MGMT. Service code 28 · EIN 95-4766779 | Investment Management | $100,047 |
Filed as: ABS ALLEGIENCE REAL ESTATE Service code 28 · EIN 27-0185492 | Investment Management | $98,622 |
APEX CAPITAL MANAGEMENT4+ years Service code 28 · EIN 31-1198068 | Investment Management | $83,162 |
C.S. MCKEE, L.P.4+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $61,326 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 12 · EIN 13-2919773 | Investment management fees paid direc... | $50,000 |
VICTORY4+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 34-0797057 | Investment Management | $39,937 |
Filed as: STATE STREET GLOBAL INVESTORS Service code 19 · EIN 04-1867445 | Securities Custodian | $35,868 |
COWDEN ASSOCIATES, INC.1 year Filed as: COWDEN ASSOCIATES, INC Service code 11 · EIN 25-1750131 | Actuarial | $34,869 |
Service code 10 · EIN 25-1638525 | Accounting | $33,126 |
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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 | $21,578,776-100.0% | $145,218-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | -4.18% | -1.27%-2.9pp | -0.67%-3.5pp | 33.37%-37.5pp |
| Employer contribution / active EE | $10,935 | $12,021-9.0% | $31,731-65.5% | $11,253-2.8% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $473-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $28,383-100.0% | $99,113-100.0% |