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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHEET METAL BENEFIT PLAN ADMIN Service code 14 · EIN 95-4337897 | Plan Administrator | $1,739,660 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $507,578 |
GILBERT & SACKMAN4+ years Service code 29 · EIN 95-2906951 | Legal | $500,235 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1042342 | Investment Management | $462,327 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (WS), INC. Service code 11 · EIN 94-1503999 | Actuarial | $337,107 |
COLUMBIA2 years Filed as: COLUMBIA MGMT INVESTMENT ADVISORS Service code 28 · EIN 41-1533211 | Investment Management | $329,950 |
AMERICAN REALTY ADVISORS1 year Service code 28 · EIN 33-0123114 | Investment Management | $273,733 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INV. MGMT INC. Service code 28 · EIN 13-3200244 | Investment Management | $249,089 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $247,148 |
MCMORGAN & COMPANY LLC1 year Service code 28 · EIN 52-2334338 | Investment Management | $216,900 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -3.74% | 2.02%-5.8pp | -752.26%+748.5pp | 33.37%-37.1pp |
| Employer contribution / active EE | $16,208 | $12,422+30.5% | $31,802-49.0% | $11,253+44.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |