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| Provider | Service type | Compensation |
|---|---|---|
MASONRY INDUSTRY TRUST ADMIN.6+ years Service code 13 · EIN 93-1144705 | Contract Administrator | $158,246 |
BRADLEY L. MIDDLETON, PC6+ years Service code 29 · EIN 93-1215960 | Legal | $117,936 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $102,190 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1042342 | Investment Management | $98,439 |
MIDDLETON & COMPANY, CPA, PC6+ years Filed as: MIDDLETON & CO., CPA, PC Service code 10 · EIN 93-0809066 | Accounting | $79,144 |
Filed as: QUEST INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 93-0880854 | Investment Management | $60,866 |
DODGE & COX6+ years Filed as: DODGE & COX FUNDS-DODWX 26-2099183 Service code 52 | Indirect Investment Fees | $57,516 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 52 · EIN 04-6551722 | Indirect Investment Fees | $55,073 |
DODGE & COX6+ years Filed as: DODGE AND COX FUNDS-DODGX 94-609953 Service code 52 | Indirect Investment Fees | $50,591 |
Filed as: METROPOLITAN WEST ASSET MGMT, LLC 9 Service code 52 | Indirect Investment Fees | $39,401 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 12.26% | 6.41%+5.8pp | 8.01%+4.2pp | 11.45%+0.8pp |
| Employer contribution / active EE | $17,210 | $11,592+48.5% | $29,475-41.6% | $17,2190% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |