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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW INSTITUTIONAL INV MGMT Service code 28 · EIN 88-0612424 | Investment Management | $966,045 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $735,195 |
Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $590,921 |
Service code 28 · EIN 95-3703295 | Investment Management | $477,265 |
Service code 28 · EIN 52-1200960 | Investment Management | $367,997 |
AMALGAMATED BANK9+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $269,367 |
THE SEGAL COMPANY9+ years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $214,234 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 16 · EIN 36-4291971 | Consulting | $189,347 |
COHEN & STEERS9+ years Filed as: COHEN, WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $130,975 |
PROSKAUER ROSE LLP9+ years Service code 29 · EIN 13-1840454 | Legal | $117,383 |
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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 | $7,193,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 13.73% | 33.11%-19.4pp | 78.62%-64.9pp | 33.11%-19.4pp |
| Employer contribution / active EE | $24,386 | $9,000+171.0% | $31,646-22.9% | $9,000+171.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $101-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | - |