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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT FUND SERVICE COMPANY9+ years Service code 13 · EIN 25-1324245 | Contract Administrator | $206,078 |
METLIFE LIFE INSURANCE COMPANY9+ years Filed as: METROPOLITAN WEST CAPITAL MGMT. Service code 28 · EIN 95-4766779 | Investment Management | $151,115 |
FIERA CAPITAL5 years Filed as: FIERA CAPITAL, INC. Service code 28 · EIN 13-2726734 | Investment Management | $140,040 |
ASB CAPITAL MANAGEMENT5 years Service code 28 · EIN 27-0185492 | Investment Management | $123,934 |
C.S. MCKEE, L.P.9+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $89,832 |
SIGULER GUFF ADVISERS, LLC2 years Filed as: SIGULER GUFF & COMPANY LP Service code 28 · EIN 13-3855630 | Investment Management | $71,183 |
MORGAN STANLEY SMITH BARNEY9+ years Service code 27 · EIN 13-2919773 | Advisory (Plan) | $50,000 |
GROSSMAN YANAK & FORD LLP6 years Service code 10 · EIN 25-1638525 | Accounting | $42,079 |
Filed as: CIM INVESTMENT CAPITAL Service code 28 · EIN 25-1738846 | Investment Management | $39,227 |
VICTORY9+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 34-0797057 | Investment Management | $37,285 |
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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 | $92,238-100.0% | $163,428-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 15.9%-15.9pp | 2.3%-2.3pp |
| Annual return | 15.16% | 7.85%+7.3pp | 9.36%+5.8pp | 37.74%-22.6pp |
| Employer contribution / active EE | $10,222 | $16,947-39.7% | $31,270-67.3% | $15,788-35.3% |
| Participant deferral / active EE | $0 | $3,293-100.0% | $263-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $1,044-100.0% | $9,460-100.0% | $9,287-100.0% |