| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT3+ years Service code 28 155 N. WACKER DRIVE,SUITE 4600 · CHICAGO, IL 60606 | Investment Management | $1,534,050 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $1,387,240 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $1,231,607 |
Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 12-4994650 | Discretionary Trustee | $1,170,954 |
AMERICAN REALTY ADVISORS2 years Service code 28 · EIN 33-0123114 | Investment Management | $939,486 |
AMALGAMATED BANK2 years Filed as: AMALGATRUST Service code 28 · EIN 36-0721895 | Investment Management | $931,135 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $521,598 |
THE SEGAL COMPANY2 years Service code 11 101 N. WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $491,540 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $470,352 |
MOEITS1 year Service code 49 6150 JOLIET ROAD · COUNTRYSIDE, IL 60525 | Other Services | $433,664 |
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 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 11.44% | -4.58%+16.0pp | -2.18%+13.6pp | -1.95%+13.4pp |
| Employer contribution / active EE | $27,742 | $6,699+314.1% | $38,751-28.4% | $9,243+200.1% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |