| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $1,819,658 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,579,996 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $1,447,535 |
AMERICAN REALTY ADVISORS7 years Service code 28 · EIN 33-0123114 | Investment Management | $1,441,154 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,360,519 |
AMALGAMATED BANK2 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $1,088,071 |
MOEITS6 years Service code 49 6150 JOLIET ROAD · COUNTRYSIDE, IL 60525 | Other Services | $945,944 |
NEWTOWER TRUST COMPANY3 years Service code 28 · EIN 30-0872552 | Investment Management | $923,923 |
THE SEGAL COMPANY1 year Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $788,890 |
BAIRD FUNDS7 years Filed as: ROBERT W. BAIRD & CO Service code 28 227 W. MONROE SREET · CHICAGO, IL 60606 | Investment Management | $591,186 |
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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | -5.72% | 7.10%-12.8pp | 20.18%-25.9pp | 13.18%-18.9pp |
| Employer contribution / active EE | $24,011 | $12,760+88.2% | $29,108-17.5% | $8,469+183.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |