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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFITS MANAGEMENT GROUP, INC Service code 13 · EIN 20-0188125 | Contract Administrator | $518,137 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $306,285 |
NEWTOWER TRUST COMPANY2 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $263,872 |
AMALGAMATED BANK2 years Service code 19 1825 K ST NW · WASHINGTON, DC 20006 | Securities Custodian | $260,777 |
BOSTON PARTNERS4 years Service code 28 · EIN 98-0202744 | Investment Management | $222,557 |
LAZARD ASSET MANAGEMENT4 years Service code 28 · EIN 05-0530199 | Investment Management | $203,491 |
ULLICO1 year Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $157,631 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $153,693 |
GLADNEY LAW GROUP2 years Service code 29 1750 NEW YORK NW · WASHINGTON, DC 20006 | Legal | $120,581 |
MANNING & NAPIER2 years Filed as: MANNING & NAPIER ADVISORS INC Service code 28 · EIN 45-3328488 | Investment Management | $120,101 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 2.58% | 6.82%-4.2pp | 8.01%-5.4pp | 12.86%-10.3pp |
| Employer contribution / active EE | $2,728 | $12,695-78.5% | $29,476-90.7% | $13,687-80.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |