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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $536,856 |
AMALGAMATED BANK4+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $460,731 |
DISCIPLINED GROWTH INVESTORS4+ years Service code 28 · EIN 41-1901233 | Investment Management | $279,410 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $252,906 |
IRIDIAN ASSET MANAGEMENT, LLC4+ years Filed as: IRIDIAN ASSET MANAGEMENT Service code 28 · EIN 06-1439577 | Investment Management | $198,918 |
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE ASSOCIATES INC. Service code 16 · EIN 36-3485298 | Consulting | $165,000 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $147,829 |
MARKSTON INTERNATIONAL, LLC4+ years Filed as: MARKSTON INTERNATIONAL LLC Service code 28 · EIN 13-4053806 | Investment Management | $102,880 |
Filed as: PATRICIA ZIEGLER Service code 30 · EIN 51-6126221 | Employee (plan) | $92,879 |
BRENDA ARRIOLA2 years Filed as: BRENDA DEMING Service code 14 · EIN 51-6126221 | Plan Administrator | $82,740 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 3.57% | 12.20%-8.6pp | 10.56%-7.0pp | 21.83%-18.3pp |
| Employer contribution / active EE | $13,692 | $12,801+7.0% | $30,199-54.7% | $12,237+11.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |