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| Provider | Service type | Compensation |
|---|---|---|
SHEET METAL CONTROL BOARD6+ years Service code 13 · EIN 41-1392797 | Contract Administrator | $300,132 |
GREAT LAKES ADVISORS, LLC6+ years Service code 28 · EIN 80-0292839 | Investment Management | $165,869 |
KOVITZ INVESTMENT GROUP6+ years Service code 28 · EIN 91-2198169 | Investment Management | $148,571 |
MEKETA INVESTMENT GROUP5 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $105,000 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $53,500 |
Service code 29 · EIN 41-1654544 | Legal | $42,915 |
UNION BANK & TRUST COMPANY6+ years Filed as: UNION BANK & TRUST CO Service code 19 · EIN 41-1267434 | Securities Custodian | $36,197 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $24,250 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 4.36% | 6.82%-2.5pp | 8.01%-3.6pp | 12.86%-8.5pp |
| Employer contribution / active EE | $8,049 | $12,695-36.6% | $29,476-72.7% | $13,687-41.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |