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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 282 WELFARE TRUST FUND3+ years Service code 15 · EIN 11-6244552 | Recordkeeping | $2,903,605 |
COLUMBIA3+ years Filed as: COLUMBIA MGMT INVEST ADVISERS, LLC Service code 28 · EIN 41-1533211 | Investment Management | $1,130,386 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $515,218 |
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST CO. Service code 28 · EIN 30-0872552 | Investment Management | $427,809 |
ENTRUST PARTNERS OFFSHORE LP3+ years Filed as: ENTRUST PARTNERS OFFSHORE LLC Service code 28 · EIN 90-0644478 | Investment Management | $329,468 |
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $311,258 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $287,075 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $215,898 |
AMERICAN REALTY ADVISORS3+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $194,894 |
ULLICO3+ years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $159,267 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 11.93% | -0.94%+12.9pp | -2.18%+14.1pp | 33.37%-21.4pp |
| Employer contribution / active EE | $15,801 | $12,464+26.8% | $38,751-59.2% | $11,253+40.4% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |