| Provider | Service type | Compensation |
|---|---|---|
BTT INTERNATIONAL PENSION FUND1+ years Service code 13 · EIN 52-6127745 | Contract Administrator | $334,365 |
AMALGAMATED BANK1+ years Service code 28 · EIN 13-4920330 | Investment Management | $33,527 |
AFL-CIO HOUSING INVESTMENT TRUST1+ years Filed as: AFL-CIO HOUSING Service code 28 · EIN 52-6220193 | Investment Management | $26,102 |
O'DWYER & BERNSTEIN, LLP1+ years Filed as: O'DWYER & BERNSTIEN, LLP Service code 29 · EIN 13-5286665 | Legal | $23,111 |
CALIBRE CPA GROUP PLLC1+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $18,500 |
COMERICA BANK1+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $13,490 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $12,347 |
MARCO CONSULTING GROUP1+ years Service code 28 · EIN 36-3555078 | Investment Management | $10,000 |
EBERTS & HARRISON1+ years Service code 22 · EIN 52-0816262 | Insurance Broker | $9,309 |
CHEIRON1+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $6,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,510 | $69,651-89.2% | $75,784-90.1% | $69,651-89.2% |
| Participation rate | 97.9% | 66.6%+31.3pp | 75.8%+22.1pp | 66.6%+31.3pp |
| Annual return | 1.31% | 53.77%-52.5pp | 9.68%-8.4pp | 53.77%-52.5pp |
| Employer contribution / active EE | $882 | $2,241-60.7% | $3,323-73.5% | $2,241-60.7% |
| Participant deferral / active EE | $14 | $3,635-99.6% | $3,652-99.6% | $3,635-99.6% |
| Admin fee / account holder | $29 | $63-54.6% | $5,300-99.5% | $63-54.6% |