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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT4+ years Service code 51 · EIN 52-6257033 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Mgmt Fees | $426,069 |
STATE STREET GLOBAL ADVISORS4+ years Service code 19 · EIN 81-4017137 ONE LINCOLN CENTER · BOSTON, MA 021112900 | Securities Custodian | $259,512 |
LSV ASSET MANAGEMENT3 years Service code 51 · EIN 23-2772200 525 WASHINGTON BLVD., SUITE 2000 · JERSEY CITY, NJ 07310 | Investment Mgmt Fees | $249,012 |
ULLICO4+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 8403 COLEVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $195,715 |
Filed as: GMO BENCHMARK FREE FUND CLASS III Service code 28 · EIN 45-2174907 40 ROWES WHARF · BOSTON, MA 02110 | Investment Management | $164,487 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 30 WATERSIDE DRIVE, SUITE 300 · FARMINGTON, CT 06032 | Actuarial | $115,138 |
ROBERT CHEVERIE4+ years Filed as: ROBERT M. CHEVERIE Service code 29 · EIN 06-1335139 333 EAST RIVE DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Legal | $108,310 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $97,702 |
NOVAK FRANCELLA LLC3 years Service code 10 · EIN 61-1436956 255 ROUTE 80 · KILLINGWORTH, CT 06419 | Accounting | $82,611 |
GOODWIN CAPITAL ADVISORS4+ years Service code 51 · EIN 13-5155720 ONE AMERICAN ROW · HARTFORD, CT 06102 | Investment Mgmt Fees | $77,784 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 15.71% | 12.20%+3.5pp | 10.56%+5.2pp | 21.83%-6.1pp |
| Employer contribution / active EE | $10,049 | $12,801-21.5% | $30,199-66.7% | $12,237-17.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |