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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 13-3165559 | Legal | $597,892 |
GCM GROSVENOR3 years Filed as: GROSVENOR INSTITUTIONAL PARTNERS, L Service code 28 · EIN 36-4336976 | Investment Management | $344,893 |
SYSTEMATIC FINANCIAL MANAGEMENT7+ years Filed as: SYSTEMATIC FINANCIAL MGMT, LP Service code 28 · EIN 22-3367558 | Investment Management | $219,617 |
SIGULER GUFF ADVISERS, LLC5 years Filed as: SIGULER GUFF & COMPANY LP Service code 28 825 THIRD AVENUE, 10TH FLOOR · NEW YORK, NY 10022 | Investment Management | $192,169 |
LOCAL UNION 124 BENEFIT OFFICE7+ years Filed as: IBEW BENEFIT CENTER Service code 13 · EIN 46-1662293 | Contract Administrator | $185,298 |
NEW TOWER5 years Filed as: NEW TOWER ADVISORS Service code 18 · EIN 52-6218800 | Investment management fees paid direc... | $163,017 |
Service code 29 · EIN 43-1174269 | Legal | $110,512 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $94,549 |
Filed as: MESIROW Service code 28 · EIN 36-3429602 | Investment Management | $81,000 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $80,000 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -6.95% | -7.95%+1.0pp | -5.85%-1.1pp | 23.41%-30.4pp |
| Employer contribution / active EE | $6,717 | $13,972-51.9% | $31,839-78.9% | $12,650-46.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |