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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 22-3361201 | Investment Management | $292,506 |
BENESYS, INC.9+ years Filed as: BENESYS, INC Service code 13 13801 RIVERPORT DR. STE. 101 · ST. LOUIS, MO 63043 | Contract Administrator | $273,369 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $179,348 |
THE SEGAL COMPANY9+ years Filed as: SEGAL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $169,389 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $150,724 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $130,348 |
AMALGAMATED BANK9+ years Filed as: AMALGATRUST Service code 28 · EIN 36-0721895 | Investment Management | $118,670 |
Filed as: PARAMETRIC DEFENSIVE EQUITY FUND LL Service code 28 · EIN 45-2531297 | Investment Management | $113,611 |
MARQUETTE ASSOCIATES9+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 28 180 N. LASALLE STREET · CHICAGO, IL 60601 | Investment Management | $85,708 |
THE SEGAL COMPANY9+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1975125 | Pension Consulting | $63,014 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 19.28% | 10.33%+8.9pp | 8.10%+11.2pp | 9.30%+10.0pp |
| Employer contribution / active EE | $17,936 | $14,972+19.8% | $28,649-37.4% | $12,551+42.9% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |