Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SHEET METAL BENEFIT PLAN ADMIN.1+ years Filed as: SHEET METAL BENEFIT PLAN ADMINIS Service code 14 · EIN 95-4337897 111 NORTH SEPULVEDA BLVD. · MANHATTAN BEACH, CA 90266 | Plan Administrator | $1,631,635 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 51 · EIN 26-4310632 5390 KIETZKE LANE · RENO, NV 89511 | Investment Mgmt Fees | $612,948 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 95-6377503 330 N. BRAND BOULEVARD · GLENDALE, CA 91203 | Actuarial | $469,203 |
GILBERT & SACKMAN1+ years Service code 29 · EIN 95-2906951 3699 WILSHIRE BOULEVARD · LOS ANGELES, CA 90010 | Legal | $395,450 |
APEX CAPITAL MANAGEMENT1+ years Service code 51 · EIN 31-1198068 8163 OLD YANKEE ROAD · DAYTON, OH 45458 | Investment Mgmt Fees | $346,482 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 51 · EIN 91-1042342 1301 FIFTH AVENUE · SEATTLE, WA 98101 | Investment Mgmt Fees | $265,623 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION BENEFIT GUARANTY Service code 99 · EIN 52-1042410 PO BOX 77000 DEPT 77430 · DETROIT, MI 48277 | Other Fees | $260,052 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 51 · EIN 13-3180631 297 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Investment Mgmt Fees | $258,864 |
Filed as: THORNBURG INVESTMENT MANAGEMENT Service code 51 · EIN 85-0301299 2300 NORTH RIDGETOP ROAD · SANTA FE, NM 87506 | Investment Mgmt Fees | $225,245 |
MCMORGAN & COMPANY LLC1+ years Filed as: MC MORGAN & CO. Service code 51 · EIN 95-1650768 425 MARKET STREET · SAN FRANCISCO, CA 94105 | Investment Mgmt Fees | $210,293 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 0.19% | 1.36%-1.2pp | -1.61%+1.8pp | 1.67%-1.5pp |
| Employer contribution / active EE | $13,033 | $10,832+20.3% | $30,840-57.7% | $10,506+24.1% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |