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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHEET METAL BENEFIT PLAN ADMIN Service code 14 · EIN 95-4337897 111 NORTH SEPULVEDA BLVD · MANHATTAN BEACH, CA 90266 | Plan Administrator | $1,633,908 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 51 · EIN 26-4310632 5390 KIERZKE LANE · RENO, NV 89511 | Investment Mgmt Fees | $584,489 |
GILBERT & SACKMAN2+ years Service code 29 · EIN 95-2906951 3699 WILSHIRE BLVD · LOS ANGELES, CA 90010 | Legal | $488,541 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 95-6377503 330 N. BRAND BOULEVARD · GLENDALE, CA 91203 | Actuarial | $402,964 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 51 · EIN 91-1042342 1200 SIXTH AVENUE · SEATTLE, WA 98101 | Investment Mgmt Fees | $297,959 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL MANAGEMENT Service code 51 · EIN 13-2726734 10050 INNOVATION DRIVE · DAYTON, OH 45342 | Investment Mgmt Fees | $276,809 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION BENEFIT GUARANTY Service code 99 · EIN 52-1042410 PO BOX 77000 DEPT 77430 · DETROIT, MI 48277 | Other Fees | $273,267 |
Filed as: THORNBURG INVESTMENT MANAGEMENT Service code 51 · EIN 85-0301299 2300 NORTH RIDGETTOP ROAD · SANTA FE, NM 87506 | Investment Mgmt Fees | $219,261 |
MCMORGAN & COMPANY LLC1 year Filed as: MC MORGAN & CO Service code 51 · EIN 95-1650768 425 MARKET STREET · SAN FRANCISCO, CA 94105 | Investment Mgmt Fees | $213,328 |
LINDQUIST LLP2+ years Filed as: LINDQUIST CPAS LLP Service code 10 · EIN 52-2385296 5000 EXECUTIVE PARKWAY · SAN RAMON, CA 94583 | Accounting | $172,923 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 5.17% | 3.63%+1.5pp | 4.16%+1.0pp | 9.19%-4.0pp |
| Employer contribution / active EE | $14,263 | $11,363+25.5% | $29,966-52.4% | $12,608+13.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |