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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT FUND SERVICE COMPANY8+ years Service code 13 · EIN 25-1324245 | Contract Administrator | $197,157 |
ASB CAPITAL MANAGEMENT4 years Service code 28 · EIN 27-0185492 | Investment Management | $144,254 |
METLIFE LIFE INSURANCE COMPANY8+ years Filed as: METROPOLITAN WEST CAPITAL MGMT. Service code 28 · EIN 95-4766779 | Investment Management | $142,665 |
FIERA CAPITAL4 years Filed as: FIERA CAPITAL, INC. Service code 28 · EIN 13-2726734 | Investment Management | $125,308 |
C.S. MCKEE, L.P.8+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $90,485 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 1720 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $84,606 |
MORGAN STANLEY SMITH BARNEY8+ years Service code 27 · EIN 13-2919773 | Advisory (Plan) | $50,000 |
Filed as: SIGULER GUFF & COMPANY LP Service code 28 · EIN 13-3855630 | Investment Management | $41,978 |
Filed as: CIM INVESTMENT CAPITAL Service code 28 · EIN 25-1738846 | Investment Management | $39,085 |
GROSSMAN YANAK & FORD LLP5 years Service code 10 · EIN 25-1638525 | Accounting | $38,769 |
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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 | $164,233-100.0% | $748,470-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | -14.84% | -13.10%-1.7pp | 0.46%-15.3pp | 2.77%-17.6pp |
| Employer contribution / active EE | $10,984 | $16,278-32.5% | $35,480-69.0% | $15,262-28.0% |
| Participant deferral / active EE | $0 | $3,107-100.0% | $231-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $29,938-100.0% | $1,015-100.0% |