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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHEET METAL BENEFIT PLAN ADMIN Service code 14 · EIN 95-4337897 | Plan Administrator | $1,996,112 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $1,751,610 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $609,059 |
GILBERT & SACKMAN7+ years Service code 29 · EIN 95-2906951 | Legal | $552,463 |
COLUMBIA5 years Filed as: COLUMBIA MGMT INVESTMENT ADVISORS Service code 28 · EIN 41-1533211 | Investment Management | $362,854 |
AMERICAN REALTY ADVISORS4 years Service code 28 · EIN 33-0123114 | Investment Management | $326,673 |
ASB CAPITAL MANAGEMENT3 years Filed as: ABS CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $266,211 |
MCMORGAN & COMPANY LLC4 years Service code 28 · EIN 52-2334338 | Investment Management | $236,305 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL COMPANY (WS), INC. Service code 11 · EIN 94-1503999 | Actuarial | $219,430 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $195,673 |
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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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 15.14% | 19.39%-4.2pp | 11.08%+4.1pp | 19.39%-4.2pp |
| Employer contribution / active EE | $15,762 | $8,446+86.6% | $28,418-44.5% | $8,446+86.6% |
| Participant deferral / active EE | $0 | $353-100.0% | $86-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |