| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $1,466,102 |
LSV ASSET MANAGEMENT4+ years Service code 28 155 N. WACKER DRIVE,SUITE 4600 · CHICAGO, IL 60606 | Investment Management | $1,419,249 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $1,314,207 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,251,985 |
AMALGAMATED BANK3 years Filed as: AMALGATRUST Service code 28 · EIN 36-0721895 | Investment Management | $1,073,736 |
AMERICAN REALTY ADVISORS3 years Service code 28 · EIN 33-0123114 | Investment Management | $1,009,760 |
MOEITS2 years Service code 49 6150 JOLIET ROAD · COUNTRYSIDE, IL 60525 | Other Services | $875,167 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $528,921 |
THE SEGAL COMPANY3 years Service code 11 · EIN 13-1975125 | Actuarial | $518,296 |
BAIRD FUNDS3 years Filed as: ROBERT W. BAIRD & CO Service code 28 227 W. MONROE SREET · CHICAGO, IL 60606 | Investment Management | $467,796 |
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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 6.27% | 18.43%-12.2pp | 14.64%-8.4pp | 24.48%-18.2pp |
| Employer contribution / active EE | $26,773 | $6,699+299.7% | $41,831-36.0% | $9,418+184.3% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |