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| Provider | Service type | Compensation |
|---|---|---|
SHEET METAL CONTROL BOARD8+ years Service code 13 · EIN 41-1392797 | Contract Administrator | $327,696 |
KOVITZ INVESTMENT GROUP8+ years Service code 28 · EIN 91-2198169 | Investment Management | $211,714 |
Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $156,243 |
MEKETA INVESTMENT GROUP7 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $78,750 |
Service code 29 · EIN 41-1654544 | Legal | $47,793 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $40,125 |
Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $36,375 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $26,250 |
Filed as: SIERRA INVESTMENT MANAGEMENT Service code 28 · EIN 68-0370668 | Investment Management | $7,595 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -11.20% | -7.95%-3.2pp | -5.85%-5.4pp | 23.41%-34.6pp |
| Employer contribution / active EE | $9,759 | $13,972-30.2% | $31,839-69.3% | $12,650-22.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |