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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAMILTON LANE ADVISORS LLC Service code 28 110 WASHINGTON STREET, SUITE 1300 · CONSHOHOCKEN, PA 19428 | Investment Management | $272,300 |
Service code 28 12 GILL ST 2600 · WOBURN, MA 01801 | Investment Management | $237,485 |
LOCAL 1102 RWDSU2 years Filed as: LOCAL 21 ADMINISTRATIVE FUND Service code 50 1024 MCKINLEY STREET · PEEKSKILL, NY 10566 | Direct Payment | $217,271 |
ULLICO5 years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $214,073 |
THE BANK OF NEW YORK MELLON6 years Filed as: MELLON INVESTMENTS CORP Service code 28 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Management | $159,029 |
STACEY BRAUN ASSOCIATES, INC.9+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $145,247 |
BMO HARRIS BANK NA6 years Filed as: BMO ASSET MANAGEMENT Service code 28 115 S. LASALLE, 11TH FLOOR · CHICAGO, IL 60603 | Investment Management | $81,969 |
THE SEGAL COMPANY8 years Service code 11 · EIN 13-1835864 | Actuarial | $68,119 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $56,588 |
GCM GROSVENOR5 years Filed as: GCM INVESTMENTS - LABOR IMPACT FUND Service code 28 900 NORTAH MICHIGAN AVENUE · CHICAGO, IL 60611 | Investment Management | $55,530 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.72% | 11.08%+1.6pp | 8.10%+4.6pp | 8.76%+4.0pp |
| Employer contribution / active EE | $12,333 | $13,910-11.3% | $28,649-57.0% | $16,664-26.0% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |