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| Provider | Service type | Compensation |
|---|---|---|
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 85-0597999 | Investment Management | $360,817 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $357,647 |
LORD ABBETT1+ years Filed as: LORD ABBETT & CO, LLC Service code 28 · EIN 13-5620131 | Investment Management | $214,123 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $113,459 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $103,689 |
JOINT INDUSTRY BOARD1+ years Filed as: JOINT MULTI SERVICE ASSOCIATES LTD Service code 10 · EIN 82-3287696 | Accounting | $70,294 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $64,591 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $62,205 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $61,959 |
COLLERAN, O'HARA & MILLS LLP1+ years Filed as: COLLERAN O'HARA & MILLS LLP Service code 29 · EIN 11-3236314 | Legal | $56,536 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,365 | $76,774+187.0% | $112,270+96.3% | $77,906+182.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -7.77% | -10.25%+2.5pp | 27.49%-35.3pp | 12.16%-19.9pp |
| Employer contribution / active EE | $12,241 | $3,977+207.8% | $3,635+236.7% | $2,846+330.1% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $719 | $239+200.9% | $6,411-88.8% | $133+442.2% |