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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT FUND SERVICE COMPANY6+ years Service code 13 · EIN 25-1324245 | Contract Administrator | $191,378 |
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METROPOLITAN WEST CAPITAL MGMT. Service code 28 · EIN 95-4766779 | Investment Management | $110,287 |
ASB CAPITAL MANAGEMENT2 years Service code 28 · EIN 27-0185492 | Investment Management | $106,049 |
FIERA CAPITAL2 years Filed as: FIERA CAPITAL, INC. Service code 28 · EIN 13-2726734 | Investment Management | $102,254 |
C.S. MCKEE, L.P.6+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $81,592 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 27 · EIN 13-2919773 | Advisory (Plan) | $50,000 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 1720 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $44,988 |
Filed as: CIM INVESTMENT CAPITAL Service code 28 · EIN 25-1738846 | Investment Management | $38,693 |
COWDEN ASSOCIATES, INC.6+ years Service code 11 · EIN 25-1750131 | Actuarial | $35,740 |
GROSSMAN YANAK & FORD LLP3 years Service code 10 · EIN 25-1638525 | Accounting | $34,952 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 18.71% | 6.41%+12.3pp | 8.01%+10.7pp | 11.45%+7.3pp |
| Employer contribution / active EE | $10,545 | $11,592-9.0% | $29,475-64.2% | $17,219-38.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |