| Provider | Service type | Compensation |
|---|---|---|
IUBAC2+ years Service code 10 · EIN 53-0038250 | Accounting | $2,840,540 |
Filed as: ENTRUST CAPITAL Service code 27 375 PARK AVE 24TH FLOOR · NEW YORK, NY 10152 | Advisory (Plan) | $976,694 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $891,091 |
ULLICO2+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $666,925 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $587,290 |
HAMILTON LANE ADVISORS, LLC2+ years Filed as: HAMILTON LANE Service code 28 ONE PRESIDENTIAL BLVD., 4TH FL · BALA CYNWYD, PA 19004 | Investment Management | $443,190 |
BLANK ROME LLP1 year Service code 29 130 NORTH 18TH STREET · PHILADELPHIA, PA 19103 | Legal | $399,253 |
FISHER INVESTMENTS2+ years Filed as: FISHER INVESTMENTS INC Service code 28 · EIN 94-3029777 | Investment Management | $280,887 |
CHEIRON2+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $277,864 |
Filed as: FONTANA LITHOGRAPH, INC Service code 49 · EIN 52-0821478 | Other Services | $241,240 |
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 | $40,289-100.0% | $209,859-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 42.7%-42.7pp | 4.2%-4.2pp |
| Annual return | 8.25% | 10.64%-2.4pp | 4.16%+4.1pp | 10.64%-2.4pp |
| Employer contribution / active EE | $3,313 | $11,561-71.3% | $29,966-88.9% | $11,561-71.3% |
| Participant deferral / active EE | $0 | $347-100.0% | $145-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,952-100.0% | $312-100.0% |