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| Provider | Service type | Compensation |
|---|---|---|
MIDDLETON & COMPANY, CPA, PC1+ years Filed as: MIDDLETON & CO., CPA, PC Service code 10 · EIN 93-0809066 | Accounting | $160,253 |
MASONRY INDUSTRY TRUST ADMIN.1+ years Service code 13 · EIN 93-1144705 | Contract Administrator | $143,198 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1042342 | Investment Management | $101,617 |
Filed as: QUEST INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 93-0880854 | Investment Management | $76,228 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $57,149 |
DODGE & COX1+ years Filed as: DODGE AND COX FUNDS-DODGX 94-609953 Service code 52 | Indirect Investment Fees | $50,877 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $37,408 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 52 · EIN 04-6551722 | Indirect Investment Fees | $36,881 |
KEYCORP INSURANCE AGENCY USA INC1+ years Filed as: KEYCORP Service code 13 · EIN 34-6542451 | Contract Administrator | $35,740 |
DODGE & COX1+ years Filed as: DODGE & COX FUNDS-DODWX 26-2099183 Service code 52 | Indirect Investment Fees | $32,853 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 1.80% | 0.68%+1.1pp | -1.61%+3.4pp | -0.60%+2.4pp |
| Employer contribution / active EE | $11,621 | $10,568+10.0% | $30,840-62.3% | $12,272-5.3% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |