| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT2+ years Service code 28 155 N. WACKER DRIVE,SUITE 4600 · CHICAGO, IL 60606 | Investment Management | $1,136,118 |
Filed as: JP MORGAN ASSET MANAGEMENT Service code 24 · EIN 48-1029345 | Discretionary Trustee | $1,134,847 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $1,101,858 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $1,100,320 |
AMERICAN REALTY ADVISORS1 year Service code 28 · EIN 33-0123114 | Investment Management | $879,198 |
AMALGAMATED BANK1 year Filed as: AMALGATRUST Service code 28 · EIN 36-0721895 | Investment Management | $871,413 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $546,098 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $518,553 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $446,413 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO Service code 28 227 W. MONROE SREET · CHICAGO, IL 60606 | Investment Management | $430,223 |
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 | $14,491,905-100.0% | $411,917-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 5.3%-5.3pp |
| Annual return | 16.29% | 13.90%+2.4pp | 10.36%+5.9pp | 1057.21%-1040.9pp |
| Employer contribution / active EE | $17,694 | $9,853+79.6% | $37,738-53.1% | $14,374+23.1% |
| Participant deferral / active EE | $0 | $7-100.0% | $137-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $15,661-100.0% | $81,210-100.0% |