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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.9+ years Filed as: I E SHAFFER & CO Service code 14 · EIN 22-1750854 | Plan Administrator | $158,704 |
JP MORGAN SECURITIES LLC9+ years Filed as: J P MORGAN INVESTMENT ADVISORS Service code 51 · EIN 31-1192865 | Investment Mgmt Fees | $140,213 |
ULLICO2 years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $112,514 |
Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $102,160 |
Filed as: WCM INVESTMENT MANAGEMENT LLC Service code 28 · EIN 95-3046237 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $79,030 |
Filed as: CRAWFORD INVESTMENT COUNSEL,INC Service code 28 600 GALLERIA PARKWAY, SUITE 1650 · ATLANTA, GA 30339 | Investment Management | $74,921 |
Filed as: DA GERSON, CPA & ASSOCIATES Service code 10 · EIN 22-3163246 | Accounting | $62,082 |
AMALGAMATED BANK9+ years Service code 28 · EIN 13-4920330 | Investment Management | $60,146 |
SAGE ADVISORY SERVICES9+ years Filed as: SAGE ADVISORY Service code 51 · EIN 74-2798841 | Investment Mgmt Fees | $59,844 |
WEAVER C. BARKSDALE & ASSOCIATES9+ years Service code 51 · EIN 62-1217255 | Investment Mgmt Fees | $53,221 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.19% | 11.08%-2.9pp | 8.10%+0.1pp | 8.76%-0.6pp |
| Employer contribution / active EE | $15,553 | $13,910+11.8% | $28,665-45.7% | $16,650-6.6% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |