| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 52-0815348 | Contract Administrator | $995,595 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $293,546 |
ASB CAPITAL MANAGEMENT2 years Service code 28 · EIN 80-0618452 | Investment Management | $198,321 |
MARQUETTE ASSOCIATES3+ years Filed as: MARQUETTE ADVISORS Service code 27 · EIN 36-3485298 | Advisory (Plan) | $178,882 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $118,225 |
ULLICO3+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $108,799 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 500 GRANT STREET · PITTSBURGH, PA 15258 | Investment Management | $106,593 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $57,341 |
RHUMBLINE ADVISORS3+ years Service code 28 · EIN 04-3118582 | Investment Management | $54,409 |
CONGRESS ASSET MANAGEMENT3+ years Service code 28 · EIN 04-2848965 | Investment Management | $54,118 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 14.31% | 13.46%+0.8pp | 9.39%+4.9pp | 17.84%-3.5pp |
| Employer contribution / active EE | $14,149 | $16,846-16.0% | $33,466-57.7% | $14,688-3.7% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $657-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |