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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GORLICK, KRAVITZ & LISTHAUS Service code 29 · EIN 13-3790829 | Legal | $394,802 |
LSV ASSET MANAGEMENT2+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $266,654 |
ATALANTA SOSNOFF2+ years Service code 28 · EIN 20-0461050 | Investment Management | $257,938 |
NEUBERGER BERMAN1 year Filed as: NEUBERGER Service code 28 605 THIRD AVENUE · NEW YORK, NY 10158 | Investment Management | $256,400 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 5420 W SOUTHERN AVENUE · INDIANAPOLIS, IN 462415569 | Contract Administrator | $220,949 |
RENAISSANCE2+ years Filed as: RENAISSANCE INVESTMENT MGMT Service code 28 50 E RIVERCENTER BLVD · COVINGTON, KY 41011 | Investment Management | $163,960 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $111,263 |
Filed as: INTERCONTINENTAL Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $102,788 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $95,770 |
VIRGINIA & AMBINDER, LLP2+ years Filed as: VIRGINIA & AMBINDER Service code 29 · EIN 13-4166736 | Legal | $84,750 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 5.58% | 6.13%-0.5pp | 4.74%+0.8pp | 9.19%-3.6pp |
| Employer contribution / active EE | $20,255 | $10,206+98.5% | $36,089-43.9% | $12,608+60.6% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |