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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $84,627 |
ZENITH AMERICAN SOLUTIONS6+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $75,648 |
GCM GROSVENOR3 years Filed as: GROSVENOR Service code 28 900 NORTH MICHIGAN AVE. STE 1100 · CHICAGO, IL 60611 | Investment Management | $58,996 |
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 95-4871432 | Investment Management | $53,591 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $38,000 |
LSV ASSET MANAGEMENT2 years Service code 28 · EIN 23-2772200 | Investment Management | $35,748 |
AMALGAMATED BANK6+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $32,295 |
Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $28,839 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 20-1575788 | Investment Management | $26,762 |
GOLDMAN SACHS2 years Filed as: CORBIN CAPITAL PARTNERS LP Service code 28 · EIN 30-0299433 | Investment Management | $20,752 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 17.14% | 24.46%-7.3pp | 11.08%+6.1pp | 13.24%+3.9pp |
| Employer contribution / active EE | $10,323 | $11,981-13.8% | $28,418-63.7% | $14,616-29.4% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |