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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN8+ years Service code 29 · EIN 36-2498571 | Legal | $142,308 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $65,207 |
EAGLE CAPITAL MANAGEMENT, LLC8+ years Filed as: EAGLE ASSET MANAGEMENT Service code 51 · EIN 59-2385219 | Investment Mgmt Fees | $61,017 |
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 | Contract Administrator | $59,756 |
MARQUETTE ASSOCIATES8+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $44,000 |
CHEIRON8+ years Service code 11 · EIN 13-4215617 | Actuarial | $43,775 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $30,000 |
AMALGAMATED BANK8+ years Service code 51 · EIN 13-4920330 | Investment Mgmt Fees | $11,548 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CO. Service code 51 · EIN 36-1561860 | Investment Mgmt Fees | $10,849 |
HINSHAW & CULBERTSON8+ years Service code 29 · EIN 36-2128133 | Legal | $10,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | -1.05% | 7.15%-8.2pp | 20.18%-21.2pp | 37.74%-38.8pp |
| Employer contribution / active EE | $20,354 | $13,270+53.4% | $29,108-30.1% | $15,788+28.9% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |