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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 11 · EIN 11-3658445 | Actuarial | $2,110,075 |
Filed as: SHEET METAL BENEFIT PLANS ADMIN Service code 14 · EIN 95-4337897 | Plan Administrator | $1,941,510 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $660,653 |
AMERICAN REALTY ADVISORS6 years Service code 28 · EIN 33-0123114 | Investment Management | $351,141 |
GILBERT & SACKMAN9+ years Service code 29 · EIN 95-2906951 | Legal | $346,137 |
COLUMBIA7 years Filed as: COLUMBIA MGMT INVESTMENT ADVISORS Service code 28 · EIN 41-1533211 | Investment Management | $312,339 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $252,292 |
THE SEGAL COMPANY7 years Filed as: THE SEGAL COMPANY (WS), INC. Service code 11 · EIN 94-1503999 | Actuarial | $249,981 |
DELAWARE INVESTMENTS3 years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $233,131 |
MARTIN CURRIE2 years Service code 28 280 PARK AVE · NEW YORK, NY 10017 | Investment Management | $232,878 |
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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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 9.49% | 33.11%-23.6pp | 20.18%-10.7pp | 33.11%-23.6pp |
| Employer contribution / active EE | $16,703 | $9,000+85.6% | $29,108-42.6% | $9,000+85.6% |
| Participant deferral / active EE | $0 | $680-100.0% | $6-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |