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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT5+ years Service code 51 · EIN 52-6257033 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Mgmt Fees | $436,238 |
STATE STREET GLOBAL ADVISORS5+ years Service code 19 · EIN 81-4017137 ONE LINCOLN CENTER · BOSTON, MA 021112900 | Securities Custodian | $233,949 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 8403 COLEVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $220,767 |
ULLICO5+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 8403 COLEVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $200,930 |
Filed as: GMO BENCHMARK FREE FUND CLASS III Service code 28 · EIN 45-2174907 40 ROWES WHARF · BOSTON, MA 02110 | Investment Management | $165,284 |
LSV ASSET MANAGEMENT4 years Service code 51 · EIN 23-2772200 525 WASHINGTON BLVD., SUITE 2000 · JERSEY CITY, NJ 07310 | Investment Mgmt Fees | $151,525 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MANAGEMENT SECURITIES Service code 28 · EIN 13-5545100 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $124,516 |
ROBERT CHEVERIE5+ years Filed as: ROBERT M. CHEVERIE Service code 29 · EIN 06-1335139 333 EAST RIVE DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Legal | $108,791 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 30 WATERSIDE DRIVE, SUITE 300 · FARMINGTON, CT 06032 | Actuarial | $99,530 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $97,834 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 8.26% | 6.82%+1.4pp | 8.01%+0.2pp | 12.86%-4.6pp |
| Employer contribution / active EE | $9,333 | $12,695-26.5% | $29,476-68.3% | $13,687-31.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |