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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4 years Filed as: MELLON INVESTMENTS CORP Service code 28 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Management | $177,627 |
ULLICO3 years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $148,760 |
RIDGEWORTH7+ years Filed as: MONTAG & CALDWELL Service code 28 · EIN 26-3165863 | Investment Management | $137,676 |
STACEY BRAUN ASSOCIATES, INC.7+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $120,084 |
Service code 28 12 GILL ST 2600 · WOBURN, MA 01801 | Investment Management | $91,215 |
THE SEGAL COMPANY6 years Service code 11 · EIN 13-1835864 | Actuarial | $90,488 |
LOOMIS SAYLES4 years Service code 28 655 ATLANTIC AVE · BOSTON, MA 02111 | Investment Management | $65,346 |
BMO HARRIS BANK NA4 years Filed as: BMO ASSET MANAGEMENT Service code 28 115 S. LASALLE, 11TH FLOOR · CHICAGO, IL 60603 | Investment Management | $61,049 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $60,254 |
GCM GROSVENOR3 years Filed as: GCM INVESTMENTS - LABOR IMPACT FUND Service code 28 900 NORTAH MICHIGAN AVENUE · CHICAGO, IL 60611 | Investment Management | $57,235 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 11.97% | -8.26%+20.2pp | -5.85%+17.8pp | 2.78%+9.2pp |
| Employer contribution / active EE | $9,932 | $12,543-20.8% | $31,839-68.8% | $15,276-35.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |