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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 282 WELFARE TRUST FUND7+ years Service code 50 · EIN 11-6244552 | Direct Payment | $1,546,104 |
COLUMBIA7+ years Filed as: COLUMBIA MGMT INVEST ADVISERS, LLC Service code 28 · EIN 41-1533211 | Investment Management | $908,894 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, N.A Service code 24 · EIN 13-4994650 | Discretionary Trustee | $729,505 |
NEWTOWER TRUST COMPANY5 years Filed as: NEW TOWER TRUST CO. Service code 28 · EIN 30-0872552 | Investment Management | $506,737 |
STACEY BRAUN ASSOCIATES, INC.7+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $262,178 |
AMERICAN REALTY ADVISORS7+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $251,339 |
THE SEGAL COMPANY7+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $249,664 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $236,179 |
Service code 28 · EIN 91-1042342 | Investment Management | $166,171 |
ULLICO7+ years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $136,863 |
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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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -8.99% | -6.02%-3.0pp | -3.21%-5.8pp | 23.41%-32.4pp |
| Employer contribution / active EE | $14,989 | $11,241+33.3% | $46,051-67.5% | $12,650+18.5% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |