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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Service code 51 · EIN 80-0618452 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Mgmt Fees | $287,600 |
STATE STREET GLOBAL ADVISORS2+ years Service code 19 · EIN 04-1867445 ONE LINCOLN CENTER · BOSTON, MA 021112900 | Securities Custodian | $214,147 |
ULLICO2+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 8403 COLEVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $137,643 |
LSV ASSET MANAGEMENT1 year Service code 51 · EIN 52-1296988 525 WASHINGTON BLVD., SUITE 2000 · JERSEY CITY, NJ 07310 | Investment Mgmt Fees | $136,645 |
Filed as: GMO BENCHMARK FREE FUND CLASS III Service code 28 · EIN 45-2174907 40 ROWES WHARF · BOSTON, MA 02110 | Investment Management | $113,780 |
GOODWIN CAPITAL ADVISORS2+ years Service code 51 · EIN 13-5155720 ONE AMERICAN ROW · HARTFORD, CT 06102 | Investment Mgmt Fees | $95,168 |
ROBERT CHEVERIE2+ years Filed as: ROBERT M. CHEVERIE Service code 29 · EIN 06-1335139 333 EAST RIVE DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Legal | $82,391 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 30 WATERSIDE DRIVE, SUITE 300 · FARMINGTON, CT 06032 | Actuarial | $74,434 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS, INC Service code 27 · EIN 13-2646100 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $73,382 |
DIANE FITZBERGER2+ years Filed as: DIANE KLOBUKOWSKI Service code 30 435 CAPTAIN THOMAS BOULEVARD · WEST HAVEN, CT 06516 | Employee (plan) | $63,598 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 9.32% | 12.33%-3.0pp | 8.32%+1.0pp | 17.84%-8.5pp |
| Employer contribution / active EE | $7,282 | $11,641-37.4% | $30,793-76.4% | $14,688-50.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |