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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC3+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $81,478 |
EDGEWOOD MANAGEMENT LLC3+ years Filed as: EDGEWOOD CAPITAL MANAGEMENT Service code 28 · EIN 20-4044179 | Investment Management | $78,430 |
LOCAL 44 WELFARE FUND3+ years Service code 13 · EIN 34-6621298 | Contract Administrator | $69,797 |
FOUNDRY PARTNERS3+ years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $48,108 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $47,696 |
BOSTON PARTNERS3+ years Filed as: BOSTON TRUST COMPANY Service code 28 · EIN 04-2273811 | Investment Management | $46,056 |
GOLDSTEIN GRAGEL LLC3+ years Service code 29 · EIN 26-3575398 | Legal | $45,146 |
LOOMIS SAYLES3+ years Service code 28 · EIN 04-3200030 | Investment Management | $36,413 |
DELAWARE INVESTMENTS3+ years Service code 28 · EIN 23-3061021 | Investment Management | $32,217 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 · EIN 13-2919773 | Advisory (Plan) | $30,000 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 8.22% | 4.25%+4.0pp | -752.26%+760.5pp | 0.19%+8.0pp |
| Employer contribution / active EE | $8,899 | $11,906-25.3% | $31,802-72.0% | $13,763-35.3% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |