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| Provider | Service type | Compensation |
|---|---|---|
LOCAL UNION 124 BENEFIT OFFICE1+ years Filed as: IBEW BENEFIT CENTER Service code 13 · EIN 43-1662293 | Contract Administrator | $164,735 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC FINANCIAL MGMT, LP Service code 28 · EIN 22-3367558 | Investment Management | $164,409 |
HOLLAND CAPITAL MANAGEMENT LLC1+ years Filed as: HOLLAND CAPITAL Service code 28 · EIN 36-3753847 | Investment Management | $126,414 |
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN L.P. Service code 28 · EIN 13-2625874 | Investment Management | $125,340 |
ARNOLD & KADJAN1+ years Filed as: ARNOLD, NEWBOLD, WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $102,140 |
Filed as: MESIROW Service code 28 · EIN 36-3429602 | Investment Management | $100,466 |
CHEIRON1+ years Service code 11 · EIN 13-4215617 | Actuarial | $76,128 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3555078 | Advisory (Plan) | $72,836 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $52,229 |
FINANCIAL COUNSELORS INC1+ years Filed as: FINANCIAL COUNSELORS Service code 28 · EIN 43-1703335 | Investment Management | $42,695 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 7.67% | 6.13%+1.5pp | 4.74%+2.9pp | 9.19%-1.5pp |
| Employer contribution / active EE | $6,665 | $10,206-34.7% | $36,089-81.5% | $12,608-47.1% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |