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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GORLICK, KRAVITZ & LISTHAUS Service code 29 · EIN 13-3790829 | Legal | $338,833 |
ATALANTA SOSNOFF1+ years Service code 28 · EIN 20-0461050 | Investment Management | $279,693 |
LSV ASSET MANAGEMENT1+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $267,224 |
LOOMIS SAYLES1+ years Filed as: LOOMIS Service code 28 PO BOX 219594 · KANSAS CITY, MO 64121 | Investment Management | $250,219 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 5420 W SOUTHERN AVENUE · INDIANAPOLIS, IN 462415569 | Contract Administrator | $198,874 |
RENAISSANCE1+ years Filed as: RENAISSANCE INVESTMENT MGMT Service code 28 50 E RIVERCENTER BLVD · COVINGTON, KY 41011 | Investment Management | $177,711 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $124,448 |
CASTIGLIA LLP1+ years Service code 10 · EIN 46-2725636 | Accounting | $101,844 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $100,628 |
Filed as: INTERCONTINENTAL Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $72,424 |
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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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 2.10% | -0.09%+2.2pp | -0.81%+2.9pp | 1.67%+0.4pp |
| Employer contribution / active EE | $18,669 | $11,440+63.2% | $38,425-51.4% | $10,506+77.7% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |