| Provider | Service type | Compensation |
|---|---|---|
BREDHOFF & KAISER5 years Service code 29 · EIN 52-0969534 | Legal | $1,207,171 |
PGIM INVESTMENTS6 years Filed as: PGIM REAL ESTATE Service code 19 7 GIRALDA FARMS · MADISON, NJ 07940 | Securities Custodian | $765,693 |
SCHULTHEIS & PANETTIERI, LLP4 years Service code 10 · EIN 13-1577780 | Accounting | $639,683 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $447,181 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $352,622 |
AMALGAMATED1 year Filed as: AMALGAMATED EMPLOYEES BENEFITS AD Service code 17 · EIN 13-3432221 | Pension Consulting | $326,800 |
STATE STREET GLOBAL ADVISORS7 years Service code 28 · EIN 81-4017137 | Investment Management | $261,034 |
NATIONAL INVESTMENT SERVICES6 years Service code 28 · EIN 84-3937993 | Investment Management | $218,897 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE ADVISORS Service code 27 · EIN 36-3485298 | Advisory (Plan) | $197,576 |
ULLICO10+ years Filed as: UNION LABOR LIFE INSURANCE Service code 28 · EIN 13-1423090 | Investment Management | $182,277 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 10.78% | 8.85%+1.9pp | 7.19%+3.6pp | 8.85%+1.9pp |
| Employer contribution / active EE | $1,002 | $8,529-88.3% | $35,958-97.2% | $8,529-88.3% |
| Participant deferral / active EE | $0 | $399-100.0% | $162-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |