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| Provider | Service type | Compensation |
|---|---|---|
SYSTEMATIC FINANCIAL MANAGEMENT4+ years Filed as: SYSTEMATIC FINANCIAL MGMT, LP Service code 28 · EIN 22-3367558 | Investment Management | $187,569 |
NEW TOWER2 years Filed as: NEW TOWER ADVISORS Service code 18 · EIN 52-6218800 | Custodial (other than securities); In... | $163,047 |
LOCAL UNION 124 BENEFIT OFFICE4+ years Filed as: IBEW BENEFIT CENTER Service code 13 · EIN 43-1662293 | Contract Administrator | $157,769 |
SIGULER GUFF ADVISERS, LLC2 years Filed as: SIGULER GUFF & COMPANY LP Service code 28 825 THIRD AVENUE, 10TH FLOOR · NEW YORK, NY 10022 | Investment Management | $145,780 |
Service code 29 · EIN 43-1174269 | Legal | $104,972 |
Filed as: MESIROW Service code 28 · EIN 36-3429602 | Investment Management | $100,873 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO CONSULTING Service code 27 · EIN 36-3555078 | Advisory (Plan) | $98,759 |
GCM GROSVENOR1 year Service code 28 · EIN 36-4336976 | Investment Management | $97,418 |
CHEIRON4+ years Service code 11 · EIN 13-4215617 | Actuarial | $73,388 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $56,183 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 1.57% | 14.29%-12.7pp | 14.64%-13.1pp | 21.83%-20.3pp |
| Employer contribution / active EE | $6,980 | $12,083-42.2% | $41,831-83.3% | $12,237-43.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |