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| Provider | Service type | Compensation |
|---|---|---|
ZIEGLER CAPITAL MANAGEMENT, LLC7+ years Filed as: ZIEGLER CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 | Investment Management | $406,863 |
THE BANK OF NEW YORK MELLON7+ years Filed as: STANDISH MELLON ASSET MANAGEMENT CO Service code 28 · EIN 25-1890416 | Investment Management | $399,846 |
LORD ABBETT7+ years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $230,989 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $224,208 |
AMALGAMATED1 year Service code 19 · EIN 13-4920330 | Securities Custodian | $120,632 |
ULLICO7+ years Filed as: UNION LABOR LIFE INS. CO. Service code 28 · EIN 13-1423090 | Investment Management | $104,416 |
MANNING & NAPIER7+ years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $102,540 |
COLLERAN, O'HARA & MILLS LLP7+ years Filed as: COLLERAN, OHARA AND MILLS Service code 29 · EIN 11-3236314 | Legal | $95,655 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 04-2895544 | Investment Management | $93,919 |
NEWTOWER TRUST COMPANY6 years Service code 21 · EIN 30-0872552 | Bank Trustee | $86,986 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,373 | $88,770+171.9% | $109,191+121.1% | $93,010+159.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 5.39% | 60.64%-55.3pp | 25.76%-20.4pp | 158.70%-153.3pp |
| Employer contribution / active EE | $13,485 | $3,780+256.8% | $3,723+262.2% | $2,705+398.5% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $874 | $172+407.0% | $6,756-87.1% | $152+476.0% |