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| Provider | Service type | Compensation |
|---|---|---|
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Filed as: SYSTEMATIC FINANCIAL MGMT, LP Service code 28 · EIN 22-3367558 | Investment Management | $191,863 |
LOCAL UNION 124 BENEFIT OFFICE2+ years Filed as: IBEW BENEFIT CENTER Service code 13 · EIN 43-1662293 | Contract Administrator | $173,831 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $141,699 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN L.P. Service code 28 · EIN 13-2625874 | Investment Management | $128,358 |
HOLLAND CAPITAL MANAGEMENT LLC2+ years Filed as: HOLLAND CAPITAL Service code 28 · EIN 36-3753847 | Investment Management | $123,858 |
Filed as: MESIROW Service code 28 · EIN 36-3429602 | Investment Management | $100,120 |
ARNOLD & KADJAN2+ years Filed as: ARNOLD, NEWBOLD, WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $85,353 |
CHEIRON2+ years Service code 11 · EIN 13-4215617 | Actuarial | $81,092 |
BROTHERHOOD BANK AND TRUST2+ years Service code 18 · EIN 48-0150325 | Direct payment from the plan; Custodi... | $43,613 |
FINANCIAL COUNSELORS INC2+ years Filed as: FINANCIAL COUNSELORS Service code 28 · EIN 43-1703335 | Investment Management | $25,586 |
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Annual investment return 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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 10.61% | 12.92%-2.3pp | 10.36%+0.2pp | 17.84%-7.2pp |
| Employer contribution / active EE | $6,952 | $14,070-50.6% | $37,738-81.6% | $14,688-52.7% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |