Filed January 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $87,750 |
GREAT LAKES ADVISORS, LLC5 years Filed as: GREAT LAKES ADVISORS Service code 27 · EIN 36-3153396 | Advisory (Plan) | $35,457 |
Filed as: JP MORGAN CHASE BANK, N.A. Service code 27 · EIN 13-4994650 | Advisory (Plan) | $21,423 |
Service code 27 · EIN 11-2814158 | Advisory (Plan) | $12,527 |
AMALGAMATED BANK8+ years Service code 21 · EIN 13-3566126 | Bank Trustee | $9,444 |
LAZARD ASSET MANAGEMENT8+ years Service code 27 · EIN 98-0437848 | Advisory (Plan) | $9,125 |
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Participant 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 | $169,426-100.0% | $163,428-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 15.9%-15.9pp | 12.4%-12.4pp |
| Annual return | 6.14% | 8.88%-2.7pp | 9.36%-3.2pp | 9.89%-3.8pp |
| Employer contribution / active EE | $97,197 | $15,976+508.4% | $31,270+210.8% | $14,313+579.1% |
| Participant deferral / active EE | $0 | $621-100.0% | $263-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $8,087-100.0% | $9,460-100.0% | $9,084-100.0% |