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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHEET METAL BENEFIT PLAN ADMIN Service code 14 · EIN 95-4337897 | Plan Administrator | $1,994,847 |
GILBERT & SACKMAN3+ years Service code 29 · EIN 95-2906951 | Legal | $502,513 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $443,817 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $337,836 |
COLUMBIA1 year Filed as: COLUMBIA MGMT INVESTMENT ADVISORS Service code 51 · EIN 41-1533211 | Investment Mgmt Fees | $311,202 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL INC. Service code 28 · EIN 13-2726734 | Investment Management | $302,441 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (WS), INC. Service code 11 · EIN 94-1503999 | Actuarial | $270,844 |
MCMORGAN & COMPANY LLC1 year Filed as: MCMORGAN & CO, LLC Service code 51 · EIN 52-2334338 | Investment Mgmt Fees | $214,812 |
Filed as: JP MORGAN INV. MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $214,103 |
Service code 32 2141 ROSECRANS AVE STE 700 · EL SEGUNDO, CA 90245 | Real estate brokerage | $203,413 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 15.81% | 12.33%+3.5pp | 8.32%+7.5pp | 17.84%-2.0pp |
| Employer contribution / active EE | $14,211 | $11,641+22.1% | $30,793-53.8% | $14,688-3.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |