| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 52-0815348 | Contract Administrator | $1,740,199 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $190,917 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE ADVISORS Service code 27 · EIN 36-3485298 | Advisory (Plan) | $176,193 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $127,313 |
ULLICO2+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $104,070 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 500 GRANT STREET · PITTSBURGH, PA 15258 | Investment Management | $87,120 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $56,465 |
AMALGAMATED BANK2+ years Filed as: AMALGAMATED BANK - LONGVIEW Service code 28 · EIN 13-4920330 | Investment Management | $54,644 |
CONGRESS ASSET MANAGEMENT2+ years Service code 28 · EIN 04-2848965 | Investment Management | $54,056 |
RHUMBLINE ADVISORS2+ years Service code 28 · EIN 04-3118582 | Investment Management | $49,939 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $115,939-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 7.56% | 5.69%+1.9pp | 3.97%+3.6pp | 9.19%-1.6pp |
| Employer contribution / active EE | $13,617 | $14,808-8.0% | $28,168-51.7% | $12,608+8.0% |
| Participant deferral / active EE | $0 | $2,219-100.0% | $274-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,837-100.0% | $2,655,710-100.0% |