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| Provider | Service type | Compensation |
|---|---|---|
KENNEDY CAPITAL MANAGEMENT5+ years Filed as: KENNEDY CAPITAL MANAGEMENT INC Service code 28 · EIN 43-1225960 | Investment Management | $276,219 |
P&P WELFARE EDUCATIONAL FUND2 years Service code 15 · EIN 43-0657966 | Recordkeeping | $251,923 |
COMMERCE BANK5+ years Service code 19 · EIN 43-0356370 | Securities Custodian | $209,763 |
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $95,000 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $41,268 |
ANDERS MINKLER HUBER & HELM LLP5+ years Service code 10 · EIN 43-0831507 | Accounting | $38,739 |
Service code 29 · EIN 43-1205253 | Legal | $29,187 |
PROLOAN BOND FUND, LLC1 year Filed as: PROLOAN BOND FUND LLC Service code 28 · EIN 26-3436991 | Investment Management | $17,713 |
AFL-CIO HOUSING INVESTMENT TRUST5+ years Service code 49 2401 PENNSYLVANIA AVE, NW, STE 200 · WASHINGTON, DC 20037 | Other Services | $0 |
CHARLES L. CRANE AGENCY5+ years Service code 23 · EIN 43-1394059 | Insurance services; Insurance brokera... | $0 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 17.37% | 12.20%+5.2pp | 10.56%+6.8pp | 21.83%-4.5pp |
| Employer contribution / active EE | $11,396 | $12,801-11.0% | $30,199-62.3% | $12,237-6.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |