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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED BANK2+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 30 NORTH LASALLE STREET · CHICAGO, IL 60602 | Securities Custodian | $618,828 |
IRIDIAN ASSET MANAGEMENT, LLC2+ years Filed as: IRIDIAN ASSET MANAGEMENT Service code 28 · EIN 06-1439577 | Investment Management | $410,513 |
FRANCZEK RADELET P.C.2+ years Service code 29 · EIN 36-3924177 | Legal | $354,742 |
DISCIPLINED GROWTH INVESTORS2+ years Service code 28 · EIN 41-1901233 | Investment Management | $344,199 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE, STE 4600 · CHICAGO, IL 60606 | Investment Management | $229,035 |
AMERICAN FUNDS2+ years Filed as: HM CAPITAL MANAGEMENT Service code 28 5507 INDIAN COVE ROAD · INDIANAPOLIS, IN 46268 | Investment Management | $204,845 |
JOHNSTON, DRAGON & ASSOCIATES2+ years Service code 27 · EIN 22-2925793 | Advisory (Plan) | $172,234 |
MARKSTON INTERNATIONAL, LLC2+ years Filed as: MARKSTON INTERNATIONAL LLC Service code 28 · EIN 13-4053806 | Investment Management | $159,011 |
GREGORIO MARCO2+ years Filed as: GREGORIO - MARCO Service code 29 · EIN 36-4028033 | Legal | $129,405 |
KRISTINE BENDY2+ years Filed as: KRISTINE LOFTQUIST Service code 30 · EIN 51-6126221 | Employee (plan) | $129,062 |
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 12.41% | 12.33%+0.1pp | 8.32%+4.1pp | 17.84%-5.4pp |
| Employer contribution / active EE | $13,471 | $11,641+15.7% | $30,793-56.3% | $14,688-8.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |