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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) | $139,222 |
DOLAN MCENIRY CAPITAL MANAGEMENT3+ years Filed as: DOLAN, MCENIRY CAPITAL MANAGEMENT Service code 27 · EIN 36-4169967 120 N. LASALLE 1510 · CHICAGO, IL 60602 | Advisory (Plan) | $90,740 |
MEKETA INVESTMENT GROUP3+ years Service code 27 525 W. MONROE ST. 560 · CHICAGO, IL 60661 | Advisory (Plan) | $85,000 |
TRICON XI B LP3+ years Filed as: TRICON HOUSING PATNERS US II BLP Service code 28 · EIN 46-3560265 | Investment Management | $68,060 |
TIC INTERNATIONAL CORPORATION3+ years Service code 12 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Claims processing | $64,127 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 801 N. BRAND BLVD. 800 · GLENDALE, CA 91203 | Investment Management | $34,384 |
GREENBURG TRAURIG, LLP3+ years Service code 29 · EIN 13-3613083 77 W. WACKER DR. 3100 · CHICAGO, IL 60601 | Legal | $34,110 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N. MERIDIAN ST.611 · CARMEL, IN 460324529 | Actuarial | $22,500 |
ERIC J. FERNANDEZ & CO.3+ years Service code 10 · EIN 36-3141842 895 W. MAIN ST. STE. 1000 · WEST DUNDEE, IL 60118 | Accounting | $20,902 |
AMALGAMATED BANK3+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 ONE WEST MONROE · CHICAGO, IL 60603 | Securities Custodian | $6,638 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 15.08% | 11.78%+3.3pp | 8.32%+6.8pp | 23.90%-8.8pp |
| Employer contribution / active EE | $15,691 | $11,309+38.8% | $30,793-49.0% | $16,539-5.1% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |