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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 80-0618452 | Investment Management | $137,931 |
MEKETA INVESTMENT GROUP4+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $135,000 |
FRONTIER CAPITAL MANAGEMENT4+ years Service code 28 · EIN 04-3492668 | Investment Management | $80,980 |
SHEET METAL WORKERS LOCAL NO. 94+ years Service code 13 · EIN 84-0318035 | Contract Administrator | $74,868 |
RAEL & LETSON4+ years Service code 11 · EIN 94-1701048 | Actuarial | $70,480 |
SLEVIN & HART, P.C.4+ years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $68,861 |
BENESYS, INC.3 years Service code 13 · EIN 38-2383171 | Contract Administrator | $46,553 |
US BANK4+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $39,996 |
SEGALL BRYANT & HAMILL3 years Service code 28 · EIN 41-1788385 | Investment Management | $37,498 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $25,813 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -4.36% | -1.12%-3.2pp | -2.18%-2.2pp | 0.19%-4.5pp |
| Employer contribution / active EE | $8,359 | $12,052-30.6% | $38,751-78.4% | $13,763-39.3% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |