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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL (JENNISON ASSOCIATES) Service code 27 · EIN 23-6994310 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Advisory (Plan) | $140,228 |
TRICON XI B LP2+ years Filed as: TRICON HOUSING PATNERS US II BLP Service code 28 · EIN 46-3560265 | Investment Management | $95,000 |
MEKETA INVESTMENT GROUP2+ years Service code 27 525 W. MONROE ST. 560 · CHICAGO, IL 60661 | Advisory (Plan) | $85,000 |
DOLAN MCENIRY CAPITAL MANAGEMENT2+ years Filed as: DOLAN, MCENIRY CAPITAL MANAGEMENT Service code 27 · EIN 36-4169967 120 N. LASALLE 1510 · CHICAGO, IL 60602 | Advisory (Plan) | $72,813 |
TIC INTERNATIONAL CORPORATION2+ years Service code 12 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Contract Administrator; Claims proces... | $64,404 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 801 N. BRAND BLVD. 800 · GLENDALE, CA 91203 | Investment Management | $42,070 |
GREENBURG TRAURIG, LLP2+ years Service code 29 · EIN 13-3613083 77 W. WACKER DR. 3100 · CHICAGO, IL 60601 | Legal | $29,133 |
ERIC J. FERNANDEZ & CO.2+ years Service code 10 · EIN 36-3141842 895 W. MAIN ST. STE. 1000 · WEST DUNDEE, IL 60118 | Accounting | $27,693 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N. MERIDIAN ST.611 · CARMEL, IN 460324529 | Actuarial | $22,000 |
AMALGAMATED BANK2+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 ONE WEST MONROE · CHICAGO, IL 60603 | Securities Custodian | $6,484 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 6.03% | 3.49%+2.5pp | 4.16%+1.9pp | 7.18%-1.1pp |
| Employer contribution / active EE | $18,791 | $11,083+69.6% | $29,966-37.3% | $13,095+43.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |