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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 282 WELFARE TRUST FUND6+ years Service code 50 · EIN 11-6244552 | Direct Payment | $2,050,283 |
COLUMBIA6+ years Filed as: COLUMBIA MGMT INVEST ADVISERS, LLC Service code 28 · EIN 41-1533211 | Investment Management | $1,127,123 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, N.A Service code 24 · EIN 13-4994650 | Discretionary Trustee | $689,813 |
COHEN & STEERS2 years Filed as: COHEN, WEISS & SIMON Service code 29 · EIN 13-1592323 | Legal | $461,011 |
NEWTOWER TRUST COMPANY4 years Filed as: NEW TOWER TRUST CO. Service code 28 · EIN 30-0872552 | Investment Management | $354,776 |
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $330,884 |
STACEY BRAUN ASSOCIATES, INC.6+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $319,665 |
AMERICAN REALTY ADVISORS6+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $241,369 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $194,587 |
ENTRUST PARTNERS OFFSHORE LP2 years Filed as: ENTRUST GLOBAL PARTNERS OFFSHORE LP Service code 28 · EIN 90-0644478 | Investment Management | $179,521 |
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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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 19.96% | 12.07%+7.9pp | 8.95%+11.0pp | 15.63%+4.3pp |
| Employer contribution / active EE | $17,467 | $9,481+84.2% | $46,559-62.5% | $11,476+52.2% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |