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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $161,910 |
PREZIOSO, GIANCARLO9+ years Service code 30 · EIN 22-6255484 | Direct payment from the plan; Employe... | $66,703 |
NEPC, LLC7 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $54,701 |
AMALGAMATED BANK1 year Service code 19 · EIN 13-4920330 | Securities Custodian | $45,623 |
Filed as: FIRST ACTUARIAL CONSULTING TEAM LCC Service code 11 · EIN 26-3842522 | Actuarial | $39,493 |
COHEN & STEERS8 years Filed as: COHEN LEDER MONTALBANO CONNAUGHTON Service code 29 · EIN 04-3669184 | Legal | $35,511 |
NILLIE LAKE1 year Service code 30 · EIN 22-6255484 | Direct payment from the plan; Employe... | $32,511 |
MSPC7 years Service code 10 · EIN 22-2951202 | Accounting | $30,916 |
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $27,347 |
SLEVIN & HART, P.C.9+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $23,634 |
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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 | $124,814-100.0% | $124,814-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 22.2%-22.2pp | 43.7%-43.7pp |
| Annual return | 11.21% | 8.40%+2.8pp | 10.52%+0.7pp | 13.05%-1.8pp |
| Employer contribution / active EE | $8,841 | $31,324-71.8% | $26,749-66.9% | $37,652-76.5% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $31,365-100.0% |