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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFITS MANAGEMENT GROUP INC Service code 13 · EIN 20-0188125 | Contract Administrator | $507,254 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $289,532 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $275,899 |
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $255,507 |
AMALGAMATED BANK1 year Service code 19 1825 K ST NW · WASHINGTON, DC 20006 | Securities Custodian | $244,324 |
BOSTON PARTNERS3 years Service code 28 · EIN 98-0202744 | Investment Management | $232,357 |
LAZARD ASSET MANAGEMENT3 years Service code 28 · EIN 05-0530199 | Investment Management | $175,171 |
ZIEGLER CAPITAL MANAGEMENT, LLC4+ years Service code 28 · EIN 43-1898506 | Investment Management | $137,567 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $120,000 |
REID & ASSOCIATES, P.C.4+ years Service code 10 · EIN 52-2283119 | Accounting | $108,888 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 5.69% | 12.20%-6.5pp | 10.56%-4.9pp | 21.83%-16.1pp |
| Employer contribution / active EE | $3,567 | $12,801-72.1% | $30,199-88.2% | $12,237-70.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |