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| Provider | Service type | Compensation |
|---|---|---|
MASONRY INDUSTRY TRUST ADMIN.10+ years Service code 14 · EIN 93-1144705 | Plan Administrator | $283,943 |
BRADLEY L. MIDDLETON, PC10+ years Service code 29 · EIN 93-1215960 | Legal | $150,886 |
Filed as: METROPOLITAN WEST ASSET MGMT, LLC 9 Service code 52 | Indirect Investment Fees | $99,605 |
MIDDLETON & COMPANY, CPA, PC10+ years Service code 10 · EIN 93-0809066 | Accounting | $90,000 |
VERUS10+ years Filed as: VERUS INVESTMENTS Service code 27 · EIN 91-1320111 999 THIRD AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $88,400 |
NEWTOWER TRUST COMPANY7 years Filed as: NEWTOWER TRUST COMPANY 30-0872552 Service code 28 | Investment Management | $82,307 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 1455 SW BROADWAY SUITTE 1600 · PORTLAND, OR 97201 | Actuarial | $79,258 |
DODGE & COX9 years Filed as: DODGE & COX STOCK 94-6099539 Service code 52 | Indirect Investment Fees | $68,626 |
TOUCHSTONE RETIREMENT GROUP, LLC10+ years Filed as: TOUCHSTONE ADVISORS INC. 20-1722550 Service code 52 | Indirect Investment Fees | $58,627 |
PIMCO FUNDS10+ years Filed as: PIMCO 33-0629048 Service code 52 | Indirect Investment Fees | $57,185 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.02% | 11.08%-2.1pp | 8.10%+0.9pp | 8.76%+0.3pp |
| Employer contribution / active EE | $12,274 | $13,910-11.8% | $28,649-57.2% | $16,650-26.3% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |