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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT FUND SERVICE COMPANY5+ years Service code 13 · EIN 25-1324245 | Contract Administrator | $191,378 |
METLIFE LIFE INSURANCE COMPANY5+ years Filed as: METROPOLITAN WEST CAPITAL MGMT. Service code 28 · EIN 95-4766779 | Investment Management | $114,466 |
ASB CAPITAL MANAGEMENT1 year Service code 28 · EIN 27-0185492 | Investment Management | $103,584 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL, INC. Service code 28 · EIN 13-2726734 | Investment Management | $87,018 |
C.S. MCKEE, L.P.5+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $66,995 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 27 · EIN 13-2919773 | Advisory (Plan) | $50,000 |
VICTORY5+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 34-0797057 | Investment Management | $49,339 |
COWDEN ASSOCIATES, INC.5+ years Service code 11 · EIN 25-1750131 | Actuarial | $35,124 |
GROSSMAN YANAK & FORD LLP2 years Service code 10 · EIN 25-1638525 | Accounting | $34,212 |
Filed as: CIM INVESTMENT CAPITAL Service code 28 · EIN 25-1738846 | Investment Management | $30,888 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 0.0%0pp |
| Annual return | 20.62% | 12.20%+8.4pp | 10.56%+10.1pp | 21.83%-1.2pp |
| Employer contribution / active EE | $12,603 | $12,801-1.5% | $30,197-58.3% | $12,237+3.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |