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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 22-2772200 | Investment Management | $623,999 |
Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 · EIN 75-3019302 | Investment Management | $198,883 |
FRANK M. VACCARO & ASSOCIATES5+ years Filed as: FRANK M. VACARRO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $164,343 |
GOODWIN CAPITAL ADVISORS5+ years Service code 28 · EIN 95-4191764 | Investment Management | $161,944 |
NEWTOWER TRUST COMPANY5+ years Service code 28 · EIN 30-0872552 | Investment Management | $126,006 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $116,770 |
MARCO CONSULTING GROUP5+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $103,399 |
CHEIRON5+ years Filed as: CHEIRON,INC. Service code 11 · EIN 72-1552978 | Actuarial | $91,074 |
ULLICO5+ years Filed as: UNION LABOR LIFE INSUANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $80,540 |
PNC BANK, N.A.5+ years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 19 · EIN 22-1146430 | Securities Custodian | $76,572 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 15.78% | 12.20%+3.6pp | 10.56%+5.2pp | 21.83%-6.1pp |
| Employer contribution / active EE | $14,869 | $12,801+16.2% | $30,199-50.8% | $12,237+21.5% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |