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| Provider | Service type | Compensation |
|---|---|---|
SHEET METAL CONTROL BOARD2+ years Service code 13 · EIN 41-1392797 | Contract Administrator | $243,528 |
DEARBORN PARTNERS2+ years Service code 28 · EIN 36-4145621 | Investment Management | $121,887 |
KOVITZ INVESTMENT GROUP2+ years Service code 28 · EIN 91-2198169 | Investment Management | $120,757 |
Service code 29 · EIN 41-1654544 | Legal | $114,163 |
MEKETA INVESTMENT GROUP1 year Service code 27 · EIN 04-2659023 | Advisory (Plan) | $85,000 |
GREAT LAKES ADVISORS, LLC2+ years Service code 28 · EIN 80-0292839 | Investment Management | $76,075 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $68,335 |
SUNTRUST BANKS, INC.2+ years Filed as: STERLING CAPITAL MGMT, LLC Service code 28 · EIN 42-1658828 | Investment Management | $56,613 |
UNION BANK & TRUST COMPANY2+ years Filed as: UNION BANK & TRUST CO Service code 19 · EIN 41-1267434 | Securities Custodian | $39,697 |
NUVEEN2+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 41-2003732 | Investment Management | $33,004 |
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Employer contribution per participant 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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 8.06% | 3.63%+4.4pp | 4.16%+3.9pp | 9.19%-1.1pp |
| Employer contribution / active EE | $5,156 | $11,363-54.6% | $29,966-82.8% | $12,608-59.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |