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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT7+ years Service code 51 · EIN 52-6257033 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Mgmt Fees | $537,126 |
STATE STREET GLOBAL ADVISORS7+ years Service code 19 · EIN 81-4017137 ONE LINCOLN CENTER · BOSTON, MA 021112900 | Securities Custodian | $256,799 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 8403 COLEVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $243,790 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 28 · EIN 12-0359999 277 PARK AVENUE, FLOOR 35 · NEW YORK, NY 10172 | Investment Management | $240,699 |
LSV ASSET MANAGEMENT6 years Service code 51 · EIN 23-2772200 525 WASHINGTON BLVD., SUITE 2000 · JERSEY CITY, NJ 07310 | Investment Mgmt Fees | $223,596 |
ULLICO7+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 8403 COLEVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $192,775 |
THE SEGAL COMPANY6 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 30 WATERSIDE DRIVE, SUITE 300 · FARMINGTON, CT 06032 | Actuarial | $139,479 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD ASSET MANAGEMENT SECURITIES Service code 28 · EIN 13-5545100 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $129,410 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $107,000 |
DIANE FITZBERGER7+ years Filed as: DIANE KLOBUKOWSKI Service code 30 435 CAPTAIN THOMAS BOULEVARD · WEST HAVEN, CT 06516 | Employee (plan) | $93,803 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -10.25% | -7.95%-2.3pp | -5.85%-4.4pp | 23.41%-33.7pp |
| Employer contribution / active EE | $11,430 | $13,972-18.2% | $31,839-64.1% | $12,650-9.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |