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| Provider | Service type | Compensation |
|---|---|---|
MASONRY INDUSTRY TRUST ADMIN.9+ years Service code 13 · EIN 93-1144705 | Contract Administrator | $180,152 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1042342 | Investment Management | $134,689 |
BRADLEY L. MIDDLETON, PC9+ years Service code 29 · EIN 93-1215960 | Legal | $94,782 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $85,167 |
MIDDLETON & COMPANY, CPA, PC9+ years Filed as: MIDDLETON & CO., CPA, PC Service code 10 · EIN 93-0809066 | Accounting | $84,750 |
Filed as: QUEST INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 93-0880854 | Investment Management | $82,112 |
DODGE & COX9+ years Filed as: DODGE & COX FUNDS-DODWX 26-2099183 Service code 52 | Indirect Investment Fees | $74,980 |
Filed as: METROPOLITAN WEST ASSET MGMT, LLC 9 Service code 52 | Indirect Investment Fees | $59,447 |
DODGE & COX9+ years Filed as: DODGE AND COX FUNDS-DODGX 94-609953 Service code 52 | Indirect Investment Fees | $49,379 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 52 · EIN 04-6551722 | Indirect Investment Fees | $41,643 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 10.49% | 7.15%+3.3pp | 20.18%-9.7pp | 37.74%-27.3pp |
| Employer contribution / active EE | $17,466 | $13,270+31.6% | $29,108-40.0% | $15,788+10.6% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |