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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 52-1139156 9411 PHILADELPHIA ROAD · BALTIMORE, MD 21237 | Plan Administrator | $260,819 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 801 N. BRAND BLVD, 800 · GLENDALE, CA 91203 | Investment Management | $251,192 |
PNC BANK, N.A.4+ years Filed as: PNC BANK (TRUSTEE FOR AFL-CIO) Service code 21 · EIN 52-6328901 HOPKINS PLAZA · BALTIMORE, MD 21201 | Bank Trustee | $236,156 |
ROTHSCHILD ASSET MANAGEMENT4+ years Filed as: ROTHCHILD ASSET MANAGEMENT Service code 28 · EIN 13-2544634 1251 AVENUE OF THE AMER. · NEW YORK, NY 10020 | Investment Management | $180,983 |
GLOBEFLEX CAPITAL LP4+ years Filed as: GLOBEFLEX CAPITAL, L.P. Service code 28 · EIN 33-0597629 43665 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Investment Management | $177,415 |
WEDGE CAPITAL MANAGEMENT4+ years Service code 28 · EIN 56-1557450 301 S. COLLEGE STREET · CHARLOTTE, NC 28202 | Investment Management | $171,200 |
HAMILTON LANE ADVISORS, LLC4+ years Service code 52 · EIN 23-2962336 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Indirect Investment Fees | $170,445 |
SEGALL BRYANT & HAMILL4+ years Service code 28 540 WEST MADISON STREET · CHICAGO, IL 60661 | Investment Management | $153,608 |
AMERICAN FUNDS4+ years Filed as: JANUS CAPITAL GROUP Service code 28 · EIN 75-3019302 151 DETROIT STREET · DENVER, CO 80206 | Investment Management | $146,866 |
AQR CAPITAL MANAGEMENT LLC4+ years Filed as: AQR CAPITAL MANAGEMENT, LLC Service code 28 TWO GREENWICH PLAZA · GREENWICH, CT 06830 | Investment Management | $110,625 |
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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 | $955,976-100.0% | $280,855-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | -4.31% | -1.31%-3.0pp | -0.70%-3.6pp | 33.37%-37.7pp |
| Employer contribution / active EE | $14,354 | $12,967+10.7% | $28,903-50.3% | $11,253+27.6% |
| Participant deferral / active EE | $0 | $1-100.0% | $148-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $0 | $1,852-100.0% | $99,113-100.0% |