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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 22-2772200 | Investment Management | $459,195 |
Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 · EIN 75-3019302 | Investment Management | $229,351 |
GOODWIN CAPITAL ADVISORS6+ years Service code 28 · EIN 95-4191764 | Investment Management | $182,122 |
FRANK M. VACCARO & ASSOCIATES6+ years Filed as: FRANK M. VACARRO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $128,395 |
NEWTOWER TRUST COMPANY6+ years Service code 28 · EIN 30-0872552 | Investment Management | $127,971 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $119,959 |
CHEIRON6+ years Filed as: CHEIRON,INC. Service code 11 · EIN 72-1552978 | Actuarial | $110,675 |
ULLICO6+ years Filed as: UNION LABOR LIFE INSUANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $92,469 |
MARCO CONSULTING GROUP6+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $86,087 |
NOVAK FRANCELLA LLC6+ years Service code 10 · EIN 61-1436956 | Accounting | $76,730 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 7.36% | 6.82%+0.5pp | 8.01%-0.6pp | 12.86%-5.5pp |
| Employer contribution / active EE | $13,781 | $12,695+8.5% | $29,476-53.2% | $13,687+0.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |