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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 52-1139156 9411 PHILADELPHIA ROAD · BALTIMORE, MD 21237 | Direct Payment | $247,264 |
AMERICAN REALTY ADVISORS3+ years Service code 51 · EIN 33-0123114 801 N. BRAND BLVD, 800 · GLENDALE, CA 91203 | Investment Mgmt Fees | $229,164 |
PNC BANK, N.A.3+ years Filed as: PNC BANK (TRUSTEE FOR AFL-CIO) Service code 52 · EIN 52-6328901 HOPKINS PLAZA · BALTIMORE, MD 21201 | Indirect Investment Fees | $219,579 |
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHCHILD ASSET MANAGEMENT Service code 71 · EIN 13-2544634 1251 AVENUE OF THE AMER. · NEW YORK, NY 10020 | Brokerage Fees | $192,535 |
GLOBEFLEX CAPITAL LP3+ years Filed as: GLOBEFLEX CAPITAL, L.P. Service code 71 · EIN 33-0597629 43665 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Brokerage Fees | $187,916 |
AMERICAN FUNDS3+ years Filed as: JANUS CAPITAL GROUP Service code 51 · EIN 75-3019302 151 DETROIT STREET · DENVER, CO 80206 | Investment Mgmt Fees | $186,472 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 68 · EIN 56-1557450 301 S. COLLEGE STREET · CHARLOTTE, NC 28202 | Soft dollars commissions | $180,251 |
BOLTON PARTNERS, INC.3+ years Service code 11 36 SOUTH CHARLES STREET · BALTIMORE, MD 21201 | Actuarial | $134,048 |
SEGALL BRYANT & HAMILL3+ years Service code 28 540 WEST MADISON STREET · CHICAGO, IL 60661 | Investment Management | $133,116 |
HAMILTON LANE ADVISORS, LLC3+ years Service code 52 · EIN 23-2962336 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Indirect Investment Fees | $120,860 |
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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 | $0 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 15.41% | 16.52%-1.1pp | 14.20%+1.2pp | 17.84%-2.4pp |
| Employer contribution / active EE | $14,103 | $13,798+2.2% | $27,968-49.6% | $14,688-4.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $576-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |