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| Provider | Service type | Compensation |
|---|---|---|
WARD FISHER & COMPANY1+ years Filed as: WARD, FISHER AND COMPANY, LLP Service code 10 · EIN 05-0234540 | Accounting | $75,050 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $71,940 |
THE SEGAL COMPANY1+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 14-1835864 | Actuarial | $68,926 |
INSURANCE PROGRAMMERS, INC.1+ years Filed as: INSURANCE PROGRAMMERS Service code 14 · EIN 06-0811449 | Plan Administrator | $47,000 |
AFL-CIO HOUSING INVESTMENT TRUST1+ years Filed as: AFL-CIO BUILDING INVESTMENT TRUST Service code 51 · EIN 52-6328901 | Investment Mgmt Fees | $45,214 |
L.PORRECA1+ years Service code 35 · EIN 05-6049538 | Direct payment from the plan; Employe... | $44,946 |
ULLICO1+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $43,586 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING Service code 51 · EIN 36-3555078 | Investment Mgmt Fees | $40,000 |
SMITH GRAHAM1+ years Service code 51 · EIN 76-0301817 | Investment Mgmt Fees | $29,505 |
Filed as: MESIROW FINANCIAL PRIVATE EQUITY Service code 28 353 N. CLARK STREET · CHICAGO, IL 60654 | Investment Management | $27,136 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -0.66% | 3.49%-4.2pp | 4.16%-4.8pp | 7.18%-7.8pp |
| Employer contribution / active EE | $7,243 | $11,083-34.6% | $29,966-75.8% | $13,095-44.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |