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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $164,136 |
GEMGROUP1+ years Service code 13 · EIN 25-1139840 | Contract Administrator | $127,183 |
THOMSON HORSTMANN & BRYANT1+ years Service code 28 · EIN 13-3163794 | Investment Management | $86,735 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $75,992 |
AMALGAMATED BANK1+ years Filed as: AMALGATRUST Service code 28 · EIN 52-1075473 | Investment Management | $55,176 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $55,000 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 41-0449260 | Bank Trustee | $51,280 |
INVESCO1+ years Service code 51 · EIN 20-1667094 | Investment Mgmt Fees | $43,110 |
O'DONOGHUE & O'DONOGHUE1+ years Service code 29 · EIN 53-0120528 | Legal | $33,481 |
BHA CONSULTING1+ years Filed as: BHA CONSULTING LLC Service code 11 · EIN 26-1384808 | Actuarial | $27,181 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 2.31% | 3.49%-1.2pp | 4.16%-1.9pp | 7.18%-4.9pp |
| Employer contribution / active EE | $17,219 | $11,083+55.4% | $29,966-42.5% | $13,095+31.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |