| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $1,896,539 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,598,903 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $1,563,519 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,323,341 |
AMERICAN REALTY ADVISORS6 years Service code 28 · EIN 33-0123114 | Investment Management | $1,266,259 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $1,038,875 |
MOEITS5 years Service code 49 6150 JOLIET ROAD · COUNTRYSIDE, IL 60525 | Other Services | $896,596 |
NEWTOWER TRUST COMPANY2 years Service code 28 · EIN 30-0872552 | Investment Management | $807,368 |
THE SEGAL COMPANY7+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $768,958 |
BAIRD FUNDS6 years Filed as: ROBERT W. BAIRD & CO Service code 28 227 W. MONROE SREET · CHICAGO, IL 60606 | Investment Management | $660,745 |
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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 7.51% | -5.36%+12.9pp | -5.85%+13.4pp | 7.68%-0.2pp |
| Employer contribution / active EE | $23,021 | $12,163+89.3% | $31,839-27.7% | $9,142+151.8% |
| Participant deferral / active EE | $0 | $1-100.0% | $2-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |