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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 52-1139156 9411 PHILADELPHIA ROAD · BALTIMORE, MD 21237 | Plan Administrator | $248,196 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 801 N. BRAND BLVD, 800 · GLENDALE, CA 91203 | Investment Management | $234,913 |
PNC BANK, N.A.2+ years Filed as: PNC BANK (TRUSTEE FOR AFL-CIO) Service code 21 · EIN 52-6328901 HOPKINS PLAZA · BALTIMORE, MD 21201 | Bank Trustee | $201,681 |
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHCHILD ASSET MANAGEMENT Service code 28 · EIN 13-2544634 1251 AVENUE OF THE AMER. · NEW YORK, NY 10020 | Investment Management | $160,230 |
GLOBEFLEX CAPITAL LP2+ years Filed as: GLOBEFLEX CAPITAL, L.P. Service code 28 · EIN 33-0597629 43665 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Investment Management | $159,605 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 56-1557450 301 S. COLLEGE STREET · CHARLOTTE, NC 28202 | Investment Management | $155,805 |
AMERICAN FUNDS2+ years Filed as: JANUS CAPITAL GROUP Service code 28 · EIN 75-3019302 151 DETROIT STREET · DENVER, CO 80206 | Investment Management | $150,367 |
HAMILTON LANE ADVISORS, LLC2+ years Service code 52 · EIN 23-2962336 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Indirect Investment Fees | $135,031 |
SEGALL BRYANT & HAMILL2+ years Service code 28 540 WEST MADISON STREET · CHICAGO, IL 60661 | Investment Management | $105,294 |
AQR CAPITAL MANAGEMENT LLC2+ years Filed as: AQR CAPITAL MANAGEMENT, LLC Service code 28 TWO GREENWICH PLAZA · GREENWICH, CT 06830 | Investment Management | $100,366 |
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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 | $381,942,733-100.0% | $442,730-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 8.85% | 6.68%+2.2pp | 4.72%+4.1pp | 9.19%-0.3pp |
| Employer contribution / active EE | $29,038 | $25,873+12.2% | $30,821-5.8% | $12,608+130.3% |
| Participant deferral / active EE | $0 | $50-100.0% | $113-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $2,146-100.0% | $2,655,710-100.0% |