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| Provider | Service type | Compensation |
|---|---|---|
SMW INSURANCE5+ years Filed as: SMW INSURANCE FUND Service code 14 · EIN 04-2088633 1157 ADAMS STREET · DORCHESTER, MA 02124 | Plan Administrator | $179,952 |
BLACKSTONE5+ years Service code 28 · EIN 13-3894989 | Investment Management | $59,240 |
HAMILTON LANE ADVISORS, LLC4 years Filed as: HAMILTON LANE Service code 28 · EIN 98-1267736 | Investment Management | $54,150 |
BUCK GLOBAL, LLC5+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-2655989 DEPT CH 14061 · PALATINE, FL 60055 | Actuarial | $53,099 |
MEPT5+ years Service code 28 · EIN 52-6218800 | Investment Management | $37,668 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $37,500 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: CHEVY CHASE Service code 28 · EIN 52-2037618 | Investment Management | $28,054 |
MANZI & ASSOCIATES, LLC5+ years Service code 10 · EIN 04-3508036 855 TURNPIKE STREET · NORTH ANDOVER, MA 01845 | Accounting | $17,840 |
KRAKOW & SOURIS5+ years Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $16,000 |
Filed as: AFL-CIO EQUITY FUND Service code 28 · EIN 27-3350609 | Investment Management | $0 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $192,455-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 18.36% | 21.83%-3.5pp | 50.81%-32.5pp | 21.83%-3.5pp |
| Employer contribution / active EE | $5,569 | $12,237-54.5% | $42,739-87.0% | $12,237-54.5% |
| Participant deferral / active EE | $0 | $987-100.0% | $90-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,268-100.0% | $1,551,325-100.0% |