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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: SEI INVESTMENT MANAGEMENT Service code 18 · EIN 23-1707341 | Custodial (other than securities); Tr... | $603,923 |
IATSE LOCAL UNION 7802 years Filed as: IATSE LOCAL TWO Service code 35 · EIN 36-0906745 | Direct payment from the plan; Employe... | $112,870 |
Filed as: BENEFITS MANAGEMENT GROUP Service code 13 · EIN 20-0188125 | Contract Administrator | $96,000 |
FOSTER & FOSTER10+ years Service code 11 · EIN 59-1921114 | Actuarial | $51,898 |
LEGACY PROFESSIONALS LLP2 years Filed as: LEGACY PROFESSIONALS Service code 10 · EIN 32-0043599 | Accounting | $27,750 |
Service code 29 · EIN 36-2425981 | Legal | $11,856 |
AMALGAMATED BANK3 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $8,110 |
KATHLEEN HECHINGER1 year Service code 24 · EIN 36-6099766 | Discretionary Trustee | $5,689 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 10.39% | 9.30%+1.1pp | 8.41%+2.0pp | 9.30%+1.1pp |
| Employer contribution / active EE | $7,819 | $12,551-37.7% | $41,333-81.1% | $12,551-37.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $40-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |