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| Provider | Service type | Compensation |
|---|---|---|
C.S. MCKEE, L.P.1 year Filed as: C.S. MCKEE Service code 51 · EIN 25-1900687 | Investment Mgmt Fees | $93,871 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $46,982 |
THE SEGAL COMPANY1 year Service code 23 · EIN 13-1975125 | Insurance services | $23,809 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $22,220 |
Service code 27 · EIN 32-0016703 | Advisory (Plan) | $11,000 |
AMALGAMATED BANK1 year Service code 19 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $9,880 |
IUOE LOCAL 1121 year Service code 14 · EIN 45-0546196 | Plan Administrator | $9,730 |
WILMINGTON TRUST1 year Filed as: PENCHECKS TRUST COMPANY OF AMERICA Service code 15 401 EAST 8TH STREET, SUITE 305 · SIOUX FALLS, SD 57103 | Recordkeeping | $6,600 |
Filed as: HAMMOND & SHINNERS PC Service code 29 · EIN 43-1164305 | Legal | $5,438 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,162 | $66,051-48.3% | $92,903-63.2% | $77,775-56.1% |
| Participation rate | 99.9% | 81.0%+18.9pp | 76.0%+23.9pp | 73.2%+26.7pp |
| Annual return | 13.34% | 20.69%-7.4pp | 109.43%-96.1pp | 32.58%-19.2pp |
| Employer contribution / active EE | $5,831 | $3,426+70.2% | $3,653+59.6% | $2,504+132.9% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $131 | $148-11.4% | $5,795-97.7% | $100+30.8% |