Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 801 N. BRAND BLVD, 800 · GLENDALE, CA 91203 | Investment Management | $292,477 |
Filed as: BENEFITS ADMINISTRATION, LLC Service code 14 · EIN 52-1139156 9411 PHILADELPHIA ROAD · BALTIMORE, MD 21237 | Plan Administrator | $282,943 |
PNC BANK, N.A.8+ years Filed as: PNC BANK (TRUSTEE FOR AFL-CIO) Service code 21 · EIN 52-6328901 HOPKINS PLAZA · BALTIMORE, MD 21201 | Bank Trustee | $259,262 |
WEDGE CAPITAL MANAGEMENT8+ years Service code 28 · EIN 56-1557450 301 S. COLLEGE STREET · CHARLOTTE, NC 28202 | Investment Management | $207,257 |
AMERICAN FUNDS8+ years Filed as: JANUS CAPITAL GROUP Service code 28 · EIN 75-3019302 151 DETROIT STREET · DENVER, CO 80206 | Investment Management | $189,945 |
ROTHSCHILD ASSET MANAGEMENT8+ years Filed as: ROTHCHILD ASSET MANAGEMENT Service code 28 · EIN 13-2544634 1251 AVENUE OF THE AMER. · NEW YORK, NY 10020 | Investment Management | $169,518 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 | Investment Management | $167,754 |
HAMILTON LANE ADVISORS, LLC8+ years Service code 52 · EIN 23-2962336 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Indirect Investment Fees | $143,884 |
AQR CAPITAL MANAGEMENT LLC8+ years Filed as: AQR CAPITAL MANAGEMENT, LLC Service code 28 TWO GREENWICH PLAZA · GREENWICH, CT 06830 | Investment Management | $125,901 |
BOLTON PARTNERS, INC.8+ years Service code 11 36 SOUTH CHARLES STREET · BALTIMORE, MD 21201 | Actuarial | $120,504 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -14.25% | -13.54%-0.7pp | 22.50%-36.8pp | 23.41%-37.7pp |
| Employer contribution / active EE | $16,407 | $14,842+10.5% | $33,849-51.5% | $12,650+29.7% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |