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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED BANK3+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 30 NORTH LASALLE STREET · CHICAGO, IL 60602 | Securities Custodian | $612,413 |
IRIDIAN ASSET MANAGEMENT, LLC3+ years Filed as: IRIDIAN ASSET MANAGEMENT Service code 28 · EIN 06-1439577 | Investment Management | $442,184 |
DISCIPLINED GROWTH INVESTORS3+ years Service code 28 · EIN 41-1901233 | Investment Management | $363,279 |
FRANCZEK RADELET P.C.3+ years Service code 29 · EIN 36-3924177 | Legal | $278,838 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $254,057 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $230,109 |
MARKSTON INTERNATIONAL, LLC3+ years Filed as: MARKSTON INTERNATIONAL LLC Service code 28 · EIN 13-4053806 | Investment Management | $183,833 |
AMERICAN FUNDS3+ years Filed as: HM CAPITAL MANAGEMENT Service code 28 · EIN 35-1852223 | Investment Management | $153,731 |
GREGORIO MARCO1 year Service code 29 · EIN 36-4028033 | Legal | $104,781 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES INC. Service code 16 · EIN 36-3485298 | Consulting | $101,033 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 9.66% | 2.02%+7.6pp | -752.26%+761.9pp | 33.37%-23.7pp |
| Employer contribution / active EE | $13,538 | $12,422+9.0% | $31,802-57.4% | $11,253+20.3% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |