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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT6+ years Service code 51 · EIN 52-6257033 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Mgmt Fees | $471,206 |
LSV ASSET MANAGEMENT5 years Service code 51 · EIN 23-2772200 525 WASHINGTON BLVD., SUITE 2000 · JERSEY CITY, NJ 07310 | Investment Mgmt Fees | $355,441 |
STATE STREET GLOBAL ADVISORS6+ years Service code 19 · EIN 81-4017137 ONE LINCOLN CENTER · BOSTON, MA 021112900 | Securities Custodian | $274,512 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 8403 COLEVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $228,825 |
ULLICO6+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 8403 COLEVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $205,831 |
Filed as: GMO BENCHMARK FREE FUND CLASS III Service code 28 · EIN 45-2174907 40 ROWES WHARF · BOSTON, MA 02110 | Investment Management | $193,999 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 30 WATERSIDE DRIVE, SUITE 300 · FARMINGTON, CT 06032 | Actuarial | $158,130 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD ASSET MANAGEMENT SECURITIES Service code 28 · EIN 13-5545100 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $157,293 |
Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 28 · EIN 12-0359999 277 PARK AVENUE, FLOOR 35 · NEW YORK, NY 10172 | Investment Management | $122,605 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $117,833 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 15.14% | 19.37%-4.2pp | 11.08%+4.1pp | 15.63%-0.5pp |
| Employer contribution / active EE | $11,226 | $13,107-14.4% | $28,418-60.5% | $11,476-2.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |