Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LOCAL 282 WELFARE TRUST FUND9+ years Service code 50 · EIN 11-6244552 | Direct Payment | $2,127,602 |
COLUMBIA9+ years Filed as: COLUMBIA MGMT INVEST ADVISERS, LLC Service code 28 · EIN 41-1533211 | Investment Management | $1,109,071 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JPMORGAN CHASE BANK, N.A Service code 24 · EIN 13-4994650 | Discretionary Trustee | $810,250 |
NEWTOWER TRUST COMPANY7 years Filed as: NEW TOWER TRUST CO. Service code 28 · EIN 30-0872552 | Investment Management | $418,638 |
STACEY BRAUN ASSOCIATES, INC.9+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $316,026 |
THE SEGAL COMPANY9+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $275,459 |
ULLICO8 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $228,759 |
Service code 28 · EIN 91-1042342 | Investment Management | $213,365 |
AMERICAN REALTY ADVISORS9+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $206,073 |
ULLICO9+ years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $157,650 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 11.99% | 9.32%+2.7pp | 10.53%+1.5pp | 9.30%+2.7pp |
| Employer contribution / active EE | $17,848 | $14,511+23.0% | $26,797-33.4% | $12,551+42.2% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |