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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT7+ years Filed as: ROTHCHILD ASSET MANAGEMENT Service code 28 · EIN 13-2544634 1251 AVENUE OF THE AMER. · NEW YORK, NY 10020 | Investment Management | $288,166 |
Filed as: BENEFITS ADMINISTRATION, LLC Service code 14 · EIN 52-1139156 9411 PHILADELPHIA ROAD · BALTIMORE, MD 21237 | Plan Administrator | $282,943 |
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 801 N. BRAND BLVD, 800 · GLENDALE, CA 91203 | Investment Management | $266,859 |
PNC BANK, N.A.7+ years Filed as: PNC BANK (TRUSTEE FOR AFL-CIO) Service code 21 · EIN 52-6328901 HOPKINS PLAZA · BALTIMORE, MD 21201 | Bank Trustee | $261,152 |
AMERICAN FUNDS7+ years Filed as: JANUS CAPITAL GROUP Service code 28 · EIN 75-3019302 151 DETROIT STREET · DENVER, CO 80206 | Investment Management | $242,371 |
WEDGE CAPITAL MANAGEMENT7+ years Service code 28 · EIN 56-1557450 301 S. COLLEGE STREET · CHARLOTTE, NC 28202 | Investment Management | $229,942 |
SEGALL BRYANT & HAMILL7+ years Service code 28 540 WEST MADISON STREET · CHICAGO, IL 60661 | Investment Management | $185,084 |
HAMILTON LANE ADVISORS, LLC7+ years Service code 52 · EIN 23-2962336 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Indirect Investment Fees | $159,889 |
AQR CAPITAL MANAGEMENT LLC7+ years Filed as: AQR CAPITAL MANAGEMENT, LLC Service code 28 TWO GREENWICH PLAZA · GREENWICH, CT 06830 | Investment Management | $135,390 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 | Investment Management | $120,485 |
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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 | $444,552-100.0% | $490,804-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.7%-3.7pp |
| Annual return | 17.26% | 14.11%+3.1pp | 14.84%+2.4pp | 15.63%+1.6pp |
| Employer contribution / active EE | $17,547 | $13,673+28.3% | $37,950-53.8% | $11,476+52.9% |
| Participant deferral / active EE | $0 | $1-100.0% | $127-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1-100.0% | $429-100.0% |