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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP2+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $136,083 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 | Investment Management | $95,762 |
SHEET METAL WORKERS LOCAL NO. 92+ years Service code 13 · EIN 84-0318035 | Contract Administrator | $78,008 |
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $63,258 |
SLEVIN & HART, P.C.2+ years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $61,752 |
FRONTIER CAPITAL MANAGEMENT2+ years Service code 28 · EIN 04-3492668 | Investment Management | $59,792 |
US BANK2+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $36,959 |
SEGALL BRYANT & HAMILL1 year Service code 28 · EIN 41-1788385 | Investment Management | $27,524 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $25,660 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $24,886 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 7.49% | 5.13%+2.4pp | 4.74%+2.8pp | 7.18%+0.3pp |
| Employer contribution / active EE | $7,229 | $14,689-50.8% | $36,089-80.0% | $13,095-44.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |