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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $176,432 |
Service code 13 · EIN 25-1139840 | Contract Administrator | $147,365 |
THOMSON HORSTMANN & BRYANT2+ years Service code 28 · EIN 13-3163794 | Investment Management | $104,996 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $88,433 |
BHA CONSULTING2+ years Filed as: BHA CONSULTING LLC Service code 11 · EIN 26-1384808 | Actuarial | $58,402 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $55,000 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 41-0449260 | Bank Trustee | $54,866 |
INVESCO2+ years Service code 51 · EIN 20-1667094 | Investment Mgmt Fees | $49,315 |
AMALGAMATED BANK2+ years Filed as: AMALGATRUST Service code 28 · EIN 52-1075473 | Investment Management | $36,152 |
O'DONOGHUE & O'DONOGHUE2+ years Service code 29 · EIN 53-0120528 | Legal | $32,280 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 10.60% | 11.78%-1.2pp | 8.32%+2.3pp | 23.90%-13.3pp |
| Employer contribution / active EE | $16,958 | $11,309+50.0% | $30,793-44.9% | $16,539+2.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |