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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $324,013 |
ALGER1+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 | Investment Management | $234,386 |
BAIRD FUNDS1+ years Filed as: ROBERT MCGINN Service code 30 · EIN 23-1627410 | Direct payment from the plan; Employe... | $192,457 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT LLC Service code 28 · EIN 56-1557450 | Investment Management | $158,805 |
KIMBERLY FUREY1+ years Service code 30 · EIN 23-1627410 | Employee (plan); Direct payment from ... | $115,000 |
BRENDA ARRIOLA1+ years Filed as: BRENDA JOUBERT Service code 30 · EIN 23-1627410 | Employee (plan); Direct payment from ... | $111,952 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT LLC Service code 28 · EIN 13-2700161 | Investment Management | $108,971 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $99,178 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVCIES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $87,500 |
AMALGAMATED BANK1+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 | Investment Management | $75,239 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 0.39% | 3.63%-3.2pp | 4.16%-3.8pp | 9.19%-8.8pp |
| Employer contribution / active EE | $7,750 | $11,363-31.8% | $29,966-74.1% | $12,608-38.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |