| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $1,804,372 |
LSV ASSET MANAGEMENT6+ years Service code 28 155 N. WACKER DRIVE,SUITE 4600 · CHICAGO, IL 60606 | Investment Management | $1,459,573 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $1,409,259 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,318,384 |
AMALGAMATED BANK5 years Filed as: AMALGATRUST Service code 28 · EIN 36-0721895 | Investment Management | $1,172,166 |
AMERICAN REALTY ADVISORS5 years Service code 28 · EIN 33-0123114 | Investment Management | $1,081,102 |
MOEITS4 years Service code 49 6150 JOLIET ROAD · COUNTRYSIDE, IL 60525 | Other Services | $1,054,062 |
THE SEGAL COMPANY5 years Service code 11 · EIN 13-1975125 | Actuarial | $573,320 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $562,337 |
BAIRD FUNDS5 years Filed as: ROBERT W. BAIRD & CO Service code 28 227 W. MONROE SREET · CHICAGO, IL 60606 | Investment Management | $498,270 |
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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 34.37% | 13.51%+20.9pp | 11.08%+23.3pp | 13.51%+20.9pp |
| Employer contribution / active EE | $21,620 | $8,170+164.6% | $28,418-23.9% | $8,170+164.6% |
| Participant deferral / active EE | $0 | $488-100.0% | $86-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |