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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 282 WELFARE TRUST FUND1+ years Service code 15 · EIN 11-6244552 | Recordkeeping | $2,750,892 |
COLUMBIA1+ years Filed as: COLUMBIA MGMT INVEST ADVISERS, LLC Service code 28 · EIN 41-1533211 | Investment Management | $990,998 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $469,340 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $291,872 |
ENTRUST PARTNERS OFFSHORE LP1+ years Filed as: ENTRUST PARTNERS OFFSHORE LLC Service code 28 · EIN 90-0644478 | Investment Management | $285,229 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $263,023 |
AMERICAN REALTY ADVISORS1+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $212,178 |
ULLICO1+ years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $150,023 |
CUTWATER ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3750425 | Investment Management | $130,012 |
Filed as: MESIROW ADVANCED STRATEGIES, INC. Service code 28 · EIN 36-3741067 | Investment Management | $122,365 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | -5.56% | 6.13%-11.7pp | 4.74%-10.3pp | 9.19%-14.8pp |
| Employer contribution / active EE | $16,560 | $10,206+62.3% | $36,089-54.1% | $12,608+31.3% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |