| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $1,518,022 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $1,387,428 |
LSV ASSET MANAGEMENT5+ years Service code 28 155 N. WACKER DRIVE,SUITE 4600 · CHICAGO, IL 60606 | Investment Management | $1,330,837 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,312,762 |
AMALGAMATED BANK4 years Filed as: AMALGATRUST Service code 28 · EIN 36-0721895 | Investment Management | $1,079,594 |
AMERICAN REALTY ADVISORS4 years Service code 28 · EIN 33-0123114 | Investment Management | $1,068,195 |
MOEITS3 years Service code 49 6150 JOLIET ROAD · COUNTRYSIDE, IL 60525 | Other Services | $823,301 |
THE SEGAL COMPANY4 years Service code 11 · EIN 13-1975125 | Actuarial | $751,396 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $559,187 |
BAIRD FUNDS4 years Filed as: ROBERT W. BAIRD & CO Service code 28 227 W. MONROE SREET · CHICAGO, IL 60606 | Investment Management | $467,456 |
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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | -6.76% | 13.80%-20.6pp | 8.01%-14.8pp | 13.80%-20.6pp |
| Employer contribution / active EE | $20,823 | $10,386+100.5% | $29,476-29.4% | $10,386+100.5% |
| Participant deferral / active EE | $0 | $448-100.0% | $735-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |