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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK6 years Filed as: HANCOCK S-REIT JCITY CORP Service code 99 LOCK BOX 412323 · BOSTON, MA 022412323 | Other Fees | $999,910 |
ULLICO2 years Filed as: ULLICO INFRASTRUCTURE Service code 51 · EIN 90-0622302 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Mgmt Fees | $897,001 |
Filed as: BOYD WATTERSON ASSET MGMT LLC Service code 52 · EIN 34-1922005 1301 EAST 9TH STREET · CLEVELAND, OH 44114 | Indirect Investment Fees | $851,894 |
RBC GLOBAL ASSET MANAGEMENT10+ years Filed as: RBC GLOBAL ASSET MANAGEMENT U.S. Service code 51 · EIN 41-1460668 PO BOX 9195 · MINNEAPOLIS, MN 554809934 | Investment Mgmt Fees | $804,427 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 52 · EIN 20-0928198 711 HIGH STREET · DES MOINES, IA 50392 | Indirect Investment Fees | $734,967 |
LOOMIS SAYLES10+ years Filed as: LOOMIS, SAYLES & CO. Service code 51 · EIN 04-3200030 PO BOX 7247-6804 · PHILADELPHIA, PA 19170 | Investment Mgmt Fees | $475,161 |
EBERTS & HARRISON7 years Service code 22 · EIN 52-0816262 1604 RIDGESIDE DRIVE · MOUNT AIRY, MD 21771 | Insurance Broker | $365,573 |
CHARLES WARD10+ years Service code 30 · EIN 13-5652028 10 EXCHANGE PLACE SUITE 1400 · JERSEY CITY, NJ 07302 | Employee (plan) | $364,241 |
INTERCONTINENTAL REAL ESTATE CORP10+ years Service code 52 · EIN 11-3786306 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Indirect Investment Fees | $216,840 |
AMALGAMATED BANK10+ years Service code 51 · EIN 13-4920330 275 SEVENTH AVENUE · NYC, NY 10001 | Investment Mgmt Fees | $195,964 |
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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 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 13.20% | 9.32%+3.9pp | 10.53%+2.7pp | 9.30%+3.9pp |
| Employer contribution / active EE | $11,661 | $14,511-19.6% | $26,797-56.5% | $12,551-7.1% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |