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| Provider | Service type | Compensation |
|---|---|---|
SHEET METAL CONTROL BOARD1+ years Service code 13 · EIN 41-1392797 | Contract Administrator | $267,996 |
Service code 29 · EIN 41-1654544 | Legal | $148,235 |
DEARBORN PARTNERS1+ years Service code 28 · EIN 36-4145621 | Investment Management | $131,139 |
KOVITZ INVESTMENT GROUP1+ years Service code 28 · EIN 91-2198169 | Investment Management | $128,250 |
DISABATO ADVISERS, LLC1+ years Filed as: DISABATO ADVISERS LLC Service code 27 · EIN 35-2323525 | Advisory (Plan) | $85,000 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $82,492 |
SUNTRUST BANKS, INC.1+ years Filed as: STERLING CAPITAL MGMT, LLC Service code 28 · EIN 42-1658828 | Investment Management | $60,638 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $51,466 |
GREAT LAKES ADVISORS, LLC1+ years Service code 28 · EIN 36-3153396 | Investment Management | $34,261 |
UNION BANK & TRUST COMPANY1+ years Filed as: UNION BANK & TRUST CO Service code 19 · EIN 41-1267434 | Securities Custodian | $33,425 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -2.10% | 1.36%-3.5pp | -1.61%-0.5pp | 1.67%-3.8pp |
| Employer contribution / active EE | $4,821 | $10,832-55.5% | $30,840-84.4% | $10,506-54.1% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |