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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGULER GUFF & COMPANY LP Service code 28 825 THIRD AVENUE, 10TH FLOOR · NEW YORK, NY 10022 | Investment Management | $262,457 |
LOCAL UNION 124 BENEFIT OFFICE3+ years Filed as: IBEW BENEFIT CENTER Service code 13 · EIN 43-1662293 | Contract Administrator | $176,497 |
SYSTEMATIC FINANCIAL MANAGEMENT3+ years Filed as: SYSTEMATIC FINANCIAL MGMT, LP Service code 28 · EIN 22-3367558 | Investment Management | $158,578 |
NEW TOWER1 year Filed as: NEW TOWER ADVISORS Service code 18 · EIN 52-6218800 | Custodial (other than securities); In... | $152,863 |
AB FUNDS3+ years Filed as: ALLIANCE BERNSTEIN L.P. Service code 28 · EIN 13-2625874 | Investment Management | $106,792 |
Filed as: MESIROW Service code 28 · EIN 36-3429602 | Investment Management | $100,064 |
ARNOLD & KADJAN3+ years Filed as: ARNOLD, NEWBOLD, WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $91,072 |
CHEIRON3+ years Service code 11 · EIN 13-4215617 | Actuarial | $68,435 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $61,921 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO CONSULTING Service code 27 · EIN 36-3555078 | Advisory (Plan) | $46,938 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 10.73% | -0.94%+11.7pp | -2.18%+12.9pp | 33.37%-22.6pp |
| Employer contribution / active EE | $6,510 | $12,464-47.8% | $38,751-83.2% | $11,253-42.2% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |