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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT Service code 21 · EIN 23-1707341 | Bank Trustee | $407,478 |
Filed as: IATSE LOCAL 2 Service code 35 · EIN 36-0906745 | Other services; Employee (plan sponso... | $112,870 |
Filed as: BENEFITS MANAGEMENT GROUP Service code 13 · EIN 20-0188125 | Contract Administrator | $36,000 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $30,200 |
Filed as: JACOBS BURNS ORLOVE & HERNANDEZ LLP Service code 29 · EIN 36-2425981 | Legal | $7,323 |
KATHLEEN HECHINGER1 year Service code 24 · EIN 36-3248809 | Discretionary Trustee | $5,689 |
AMALGAMATED BANK3 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $3,940 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,586 | $62,541-23.9% | $129,406-63.2% | $200,096-76.2% |
| Participation rate | 98.6% | 56.8%+41.8pp | 69.6%+28.9pp | 72.0%+26.6pp |
| Annual return | 7.28% | 16.95%-9.7pp | 9468.18%-9460.9pp | 34.26%-27.0pp |
| Employer contribution / active EE | $5,907 | $2,392+146.9% | $4,155+42.2% | $3,038+94.5% |
| Participant deferral / active EE | $0 | $3,123-100.0% | $4,167-100.0% | $5,090-100.0% |
| Admin fee / account holder | $281 | $167+68.4% | $7,689-96.3% | $269+4.3% |