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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHEET METAL BENEFIT PLAN ADMIN Service code 14 · EIN 95-4337897 | Plan Administrator | $1,821,073 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $530,941 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 50 · EIN 91-1042342 | Direct Payment | $512,708 |
GILBERT & SACKMAN5+ years Service code 29 · EIN 95-2906951 | Legal | $443,723 |
AMERICAN REALTY ADVISORS2 years Service code 28 · EIN 33-0123114 | Investment Management | $290,698 |
COLUMBIA3 years Filed as: COLUMBIA MGMT INVESTMENT ADVISORS Service code 28 · EIN 41-1533211 | Investment Management | $280,766 |
ASB CAPITAL MANAGEMENT1 year Filed as: ABS CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $251,224 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (WS), INC. Service code 11 · EIN 94-1503999 | Actuarial | $237,261 |
MCMORGAN & COMPANY LLC2 years Service code 28 · EIN 52-2334338 | Investment Management | $227,015 |
GLOBAL TRUST COMPANY1 year Service code 21 · EIN 26-3761443 | Bank Trustee | $163,469 |
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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 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 17.89% | 10.84%+7.1pp | 10.56%+7.3pp | 1023.85%-1006.0pp |
| Employer contribution / active EE | $16,307 | $14,186+15.0% | $30,199-46.0% | $11,605+40.5% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |