| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $1,641,925 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,468,769 |
AMERICAN REALTY ADVISORS8 years Service code 28 · EIN 33-0123114 | Investment Management | $1,247,347 |
AMALGAMATED BANK3 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $1,208,056 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $1,148,078 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,063,257 |
MOEITS7 years Service code 49 6150 JOLIET ROAD · COUNTRYSIDE, IL 60525 | Other Services | $1,039,671 |
NEWTOWER TRUST COMPANY4 years Service code 28 · EIN 30-0872552 | Investment Management | $837,397 |
BAIRD FUNDS8 years Filed as: ROBERT W. BAIRD & CO Service code 28 227 W. MONROE SREET · CHICAGO, IL 60606 | Investment Management | $632,653 |
LOOMIS SAYLES8 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $578,346 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.33% | 10.11%-0.8pp | 8.10%+1.2pp | 8.85%+0.5pp |
| Employer contribution / active EE | $25,365 | $12,795+98.2% | $28,649-11.5% | $8,529+197.4% |
| Participant deferral / active EE | $0 | $1-100.0% | $10-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |