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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $716,173 |
IBEW NECA1+ years Service code 13 · EIN 36-3761128 | Contract Administrator | $601,962 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $439,115 |
AFL-CIO HOUSING INVESTMENT TRUST1+ years Filed as: AFL-CIO BIT Service code 28 · EIN 52-6328901 | Investment Management | $411,266 |
ULLICO1+ years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $287,833 |
LSV ASSET MANAGEMENT1+ years Service code 28 155 N. UPPER WACKER DR. · CHICAGO, IL 60606 | Investment Management | $194,610 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON DEFENSIVE EQUITY FUND Service code 28 · EIN 45-2531297 | Investment Management | $158,967 |
Service code 51 · EIN 90-0789283 | Investment Mgmt Fees | $156,259 |
AQR CAPITAL MANAGEMENT LLC1+ years Filed as: AQR GRP EL OFFSHORE FUND LTD Service code 28 · EIN 98-1032119 | Investment Management | $137,880 |
KERBER, ECK & BRAECKEL LLP1+ years Service code 10 · EIN 43-0352985 | Accounting | $132,794 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 0.75% | 3.63%-2.9pp | 4.16%-3.4pp | 9.19%-8.4pp |
| Employer contribution / active EE | $9,908 | $11,363-12.8% | $29,966-66.9% | $12,608-21.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |