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| Provider | Service type | Compensation |
|---|---|---|
SHEET METAL CONTROL BOARD7+ years Service code 13 · EIN 41-1392797 | Contract Administrator | $320,064 |
GREAT LAKES ADVISORS, LLC7+ years Service code 28 · EIN 80-0292839 | Investment Management | $244,304 |
KOVITZ INVESTMENT GROUP7+ years Service code 28 · EIN 91-2198169 | Investment Management | $214,642 |
MEKETA INVESTMENT GROUP6 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $105,000 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 | Actuarial | $53,500 |
Service code 29 · EIN 41-1654544 | Legal | $46,420 |
UNION BANK & TRUST COMPANY7+ years Filed as: UNION BANK & TRUST CO Service code 19 · EIN 41-1267434 | Securities Custodian | $40,840 |
Filed as: SIERRA INVESTMENT MANAGEMENT Service code 28 3420 OCEAN PARK BOULEVARD · SANTA MONICA, CA 90405 | Investment Management | $36,560 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $24,000 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 13.09% | 19.37%-6.3pp | 11.08%+2.0pp | 15.63%-2.5pp |
| Employer contribution / active EE | $8,801 | $13,107-32.9% | $28,418-69.0% | $11,476-23.3% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |