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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $141,806 |
NEPC, LLC8 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $56,331 |
AMALGAMATED BANK2 years Service code 19 · EIN 13-4920330 | Securities Custodian | $52,309 |
Filed as: FIRST ACTUARIAL CONSULTING TEAM LCC Service code 11 · EIN 26-3842522 | Actuarial | $39,250 |
MSPC8 years Service code 10 · EIN 22-2951202 | Accounting | $26,637 |
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $25,135 |
JBM COMPUTER CONSULTANTS10+ years Filed as: JBM COMPUTER CONSULTANTS, INC. Service code 16 · EIN 16-1173118 | Consulting | $18,620 |
SLEVIN & HART, P.C.10+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $18,501 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 04-2895544 | Investment Management | $18,390 |
COHEN & STEERS9 years Filed as: COHEN LEDER MONTALBANO CONNAUGHTON Service code 29 · EIN 41-2044610 | Legal | $16,170 |
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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 | $418,949-100.0% | - | $418,949-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 35.7%-35.7pp |
| Annual return | 6.85% | 15.85%-9.0pp | 19.25%-12.4pp | 15.19%-8.3pp |
| Employer contribution / active EE | $8,244 | $32,494-74.6% | $28,682-71.3% | $34,877-76.4% |
| Participant deferral / active EE | $0 | $40-100.0% | $55-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $50,584-100.0% | - | $50,584-100.0% |