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| Provider | Service type | Compensation |
|---|---|---|
SYSTEMATIC FINANCIAL MANAGEMENT9+ years Filed as: SYSTEMATIC FINANCIAL MGMT, LP Service code 28 · EIN 22-3367558 | Investment Management | $272,886 |
SIGULER GUFF ADVISERS, LLC7 years Filed as: SIGULER GUFF & COMPANY LP Service code 28 825 THIRD AVENUE, 10TH FLOOR · NEW YORK, NY 10022 | Investment Management | $269,607 |
LOCAL UNION 124 BENEFIT OFFICE9+ years Filed as: IBEW BENEFIT CENTER Service code 13 · EIN 46-1662293 | Contract Administrator | $207,908 |
NEW TOWER7 years Filed as: NEW TOWER ADVISORS Service code 18 · EIN 52-6218800 | Custodial (other than securities); In... | $188,300 |
Service code 29 · EIN 43-1174269 | Legal | $123,145 |
GCM GROSVENOR5 years Filed as: GROSVENOR INSTITUTIONAL PARTNERS, L Service code 28 · EIN 36-4336976 | Investment Management | $106,276 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $90,268 |
HAMILTON LANE ADVISORS, LLC5 years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $88,605 |
CHEIRON5 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $85,158 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $82,615 |
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Employer contribution per participant 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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.85% | 10.33%+2.5pp | 8.10%+4.8pp | 9.30%+3.5pp |
| Employer contribution / active EE | $7,590 | $14,972-49.3% | $28,649-73.5% | $12,551-39.5% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |