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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,065,082 |
Filed as: MESIROW INSTITUTIONAL INV MGMT Service code 28 · EIN 88-0612424 | Investment Management | $890,959 |
Service code 28 · EIN 95-3703295 | Investment Management | $548,335 |
Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $488,331 |
AMALGAMATED BANK8+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $372,466 |
Service code 28 · EIN 52-1200960 | Investment Management | $305,555 |
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $293,138 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 16 · EIN 36-4291971 | Consulting | $182,464 |
THE SEGAL COMPANY8+ years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $168,205 |
COHEN & STEERS8+ years Filed as: COHEN, WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $153,088 |
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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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -10.28% | -14.80%+4.5pp | 22.50%-32.8pp | -14.80%+4.5pp |
| Employer contribution / active EE | $24,165 | $8,996+168.6% | $33,849-28.6% | $8,996+168.6% |
| Participant deferral / active EE | $0 | $455-100.0% | $101-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |