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| Provider | Service type | Compensation |
|---|---|---|
MASONRY INDUSTRY TRUST ADMIN.4+ years Service code 13 · EIN 93-1144705 | Contract Administrator | $150,775 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $147,970 |
MIDDLETON & COMPANY, CPA, PC4+ years Filed as: MIDDLETON & CO., CPA, PC Service code 10 · EIN 93-0809066 | Accounting | $94,460 |
BRADLEY L. MIDDLETON, PC4+ years Service code 29 · EIN 93-1215960 | Legal | $90,734 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1042342 | Investment Management | $88,241 |
DODGE & COX4+ years Filed as: DODGE AND COX FUNDS-DODGX 94-609953 Service code 52 | Indirect Investment Fees | $58,874 |
Filed as: QUEST INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 93-0880854 | Investment Management | $45,000 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 52 · EIN 04-6551722 | Indirect Investment Fees | $41,577 |
HIGHLAND CONSULTING ASSOCIATES4+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $37,977 |
DODGE & COX4+ years Filed as: DODGE & COX FUNDS-DODWX 26-2099183 Service code 52 | Indirect Investment Fees | $34,971 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -2.77% | 4.25%-7.0pp | -752.26%+749.5pp | 0.19%-3.0pp |
| Employer contribution / active EE | $16,128 | $11,906+35.5% | $31,802-49.3% | $13,763+17.2% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |