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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 282 WELFARE TRUST FUND5+ years Service code 15 · EIN 11-6244552 | Recordkeeping | $2,058,469 |
COLUMBIA5+ years Filed as: COLUMBIA MGMT INVEST ADVISERS, LLC Service code 28 · EIN 41-1533211 | Investment Management | $1,100,589 |
Filed as: JPMORGAN CHASE BANK, N.A Service code 24 · EIN 13-4994650 | Discretionary Trustee | $644,598 |
NEWTOWER TRUST COMPANY3 years Filed as: NEW TOWER TRUST CO. Service code 28 · EIN 30-0872552 | Investment Management | $384,630 |
STACEY BRAUN ASSOCIATES, INC.5+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $336,144 |
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $303,735 |
AMERICAN REALTY ADVISORS5+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $206,798 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $203,122 |
COHEN & STEERS1 year Filed as: COHEN, WEISS & SIMON Service code 29 · EIN 13-1592323 | Legal | $188,856 |
Filed as: ENTRUST GLOBAL PARTNERS OFFSHORE LP Service code 28 · EIN 90-0644478 | Investment Management | $183,251 |
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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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 5.41% | 9.48%-4.1pp | 9.52%-4.1pp | 12.86%-7.4pp |
| Employer contribution / active EE | $17,818 | $12,808+39.1% | $41,951-57.5% | $13,687+30.2% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |