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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 12 GILL ST 2600 · WOBURN, MA 01801 | Investment Management | $262,176 |
ULLICO4 years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $188,610 |
THE BANK OF NEW YORK MELLON5 years Filed as: MELLON INVESTMENTS CORP Service code 28 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Management | $188,280 |
LOCAL 1102 RWDSU1 year Filed as: LOCAL 21 ADMINISTRATIVE FUND Service code 50 1024 MCKINLEY STREET · PEEKSKILL, NY 10566 | Direct Payment | $183,445 |
STACEY BRAUN ASSOCIATES, INC.8+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $120,293 |
THE SEGAL COMPANY7 years Service code 11 · EIN 13-1835864 | Actuarial | $70,337 |
GCM GROSVENOR4 years Filed as: GCM INVESTMENTS - LABOR IMPACT FUND Service code 28 900 NORTAH MICHIGAN AVENUE · CHICAGO, IL 60611 | Investment Management | $61,307 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $59,228 |
REYNOLDS CONSULTING SERVICES7 years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 16 · EIN 11-2558102 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Consulting | $56,702 |
LOOMIS SAYLES5 years Service code 28 655 ATLANTIC AVE · BOSTON, MA 02111 | Investment Management | $56,444 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 11.80% | 7.15%+4.7pp | 20.18%-8.4pp | 37.77%-26.0pp |
| Employer contribution / active EE | $13,649 | $13,270+2.9% | $29,108-53.1% | $15,798-13.6% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |