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| Provider | Service type | Compensation |
|---|---|---|
MASONRY INDUSTRY TRUST ADMIN.3+ years Service code 13 · EIN 93-1144705 | Contract Administrator | $146,065 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $143,816 |
MIDDLETON & COMPANY, CPA, PC3+ years Filed as: MIDDLETON & CO., CPA, PC Service code 10 · EIN 93-0809066 | Accounting | $101,322 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1042342 | Investment Management | $79,292 |
Filed as: QUEST INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 93-0880854 | Investment Management | $63,760 |
DODGE & COX3+ years Filed as: DODGE AND COX FUNDS-DODGX 94-609953 Service code 52 | Indirect Investment Fees | $63,751 |
BRADLEY L. MIDDLETON, PC3+ years Service code 29 · EIN 93-1215960 | Legal | $53,739 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 52 · EIN 04-6551722 | Indirect Investment Fees | $48,391 |
DODGE & COX3+ years Filed as: DODGE & COX FUNDS-DODWX 26-2099183 Service code 52 | Indirect Investment Fees | $41,570 |
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $38,188 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 14.27% | 11.78%+2.5pp | 8.32%+5.9pp | 23.90%-9.6pp |
| Employer contribution / active EE | $14,518 | $11,309+28.4% | $30,793-52.9% | $16,539-12.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |