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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 282 WELFARE TRUST FUND2+ years Service code 15 · EIN 11-6244552 | Recordkeeping | $2,797,342 |
COLUMBIA2+ years Filed as: COLUMBIA MGMT INVEST ADVISERS, LLC Service code 28 · EIN 41-1533211 | Investment Management | $976,917 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $493,479 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $313,323 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $304,755 |
ENTRUST PARTNERS OFFSHORE LP2+ years Filed as: ENTRUST PARTNERS OFFSHORE LLC Service code 28 · EIN 90-0644478 | Investment Management | $299,881 |
AMERICAN REALTY ADVISORS2+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $201,992 |
ULLICO2+ years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $154,362 |
Filed as: MESIROW ADVANCED STRATEGIES, INC. Service code 28 · EIN 36-3741067 | Investment Management | $129,487 |
CUTWATER ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3750425 | Investment Management | $118,177 |
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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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 16.10% | 12.92%+3.2pp | 10.36%+5.7pp | 17.84%-1.7pp |
| Employer contribution / active EE | $15,087 | $14,070+7.2% | $37,738-60.0% | $14,688+2.7% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |