| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $345,000 |
DELAWARE INVESTMENTS2+ years Filed as: MACQUARIE INFRASTRUCTURE PARTNER I Service code 28 · EIN 20-5851123 | Investment Management | $310,004 |
AMALGAMATED BANK2+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 ONE WEST MONROE · CHICAGO, IL 60603 | Securities Custodian | $203,578 |
HAMILTON LANE ADVISORS, LLC2+ years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 ONE PRESIDENTIAL BLVD, 4TH FL · BALA CYNWYD, PA 19004 | Investment Management | $175,000 |
DECARLO & SHANLEY2+ years Filed as: DECARLO CONNOR AND SHANLEY Service code 29 · EIN 95-4022565 | Legal | $163,426 |
DELAWARE INVESTMENTS2+ years Filed as: MACQUARIE INFRASTRUCTURE PARTNER II Service code 28 · EIN 26-3445766 | Investment Management | $156,564 |
ALAN BILLER & ASSOCIATES2+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $136,685 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 1200 SIXTH AVE, STE 700 · SEATTLE, WA 98101 | Investment Management | $130,164 |
ATPA2+ years Service code 14 1211 22ND STREET · OAK BROO, IL 60523 | Plan Administrator | $96,636 |
LS INVESTMENT ADVISORS2+ years Filed as: LS INVESTMENT ADVISORS-WORLD FIXED Service code 28 · EIN 26-2620361 | Investment Management | $94,289 |
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% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 8.80% | 6.13%+2.7pp | 4.74%+4.1pp | 9.19%-0.4pp |
| Employer contribution / active EE | $28,351 | $10,206+177.8% | $36,089-21.4% | $12,608+124.9% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |