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| Provider | Service type | Compensation |
|---|---|---|
PLU NO. 200 WELFARE FUND10+ years Service code 49 · EIN 11-3124836 | Other Services | $178,743 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $91,432 |
COLUMBIA4 years Filed as: COLUMBIA MANAGEMENT INVESTMENTS Service code 28 · EIN 41-1533211 | Investment Management | $62,813 |
Filed as: KBA 74 Service code 11 · EIN 99-2136324 | Actuarial | $55,675 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 · EIN 04-2895544 | Investment Management | $37,488 |
QUAN-VEST CONSULTANTS, INC.10+ years Filed as: QUAN-VEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $32,437 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $31,152 |
Filed as: ARCHER BYINGTON GLENNON & LEVINE Service code 29 · EIN 26-0873462 | Legal | $28,453 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $25,412 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $15,636 |
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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 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 10.60% | 8.65%+2.0pp | 9.03%+1.6pp | 10.20%+0.4pp |
| Employer contribution / active EE | $9,330 | $14,388-35.2% | $26,284-64.5% | $15,145-38.4% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |