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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP3+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $135,000 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0618452 | Investment Management | $107,253 |
SHEET METAL WORKERS LOCAL NO. 93+ years Service code 13 · EIN 84-0318035 | Contract Administrator | $72,905 |
FRONTIER CAPITAL MANAGEMENT3+ years Service code 28 · EIN 04-3492668 | Investment Management | $72,273 |
RAEL & LETSON3+ years Service code 11 · EIN 94-1701048 | Actuarial | $66,345 |
SLEVIN & HART, P.C.3+ years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $48,993 |
BENESYS, INC.2 years Service code 13 · EIN 38-2383171 | Contract Administrator | $41,353 |
US BANK3+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $40,891 |
SEGALL BRYANT & HAMILL2 years Service code 28 · EIN 41-1788385 | Investment Management | $34,080 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Direct payment from the plan; Investm... | $26,682 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 12.00% | 13.03%-1.0pp | 10.36%+1.6pp | 23.90%-11.9pp |
| Employer contribution / active EE | $7,022 | $15,779-55.5% | $37,738-81.4% | $16,539-57.5% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |