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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.6+ years Filed as: SLEVIN AND HART Service code 29 · EIN 52-1708613 | Legal | $77,887 |
CHEIRON6+ years Service code 11 · EIN 13-4215617 | Actuarial | $45,928 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 606941396 | Advisory (Plan) | $44,000 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $38,955 |
Service code 28 · EIN 20-4712392 | Investment Management | $29,842 |
CALIBRE CPA GROUP PLLC6+ years Service code 10 · EIN 47-0900080 | Accounting | $15,203 |
ULLICO6+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $10,679 |
AMALGAMATED BANK1 year Filed as: AMALGAMTED BANK Service code 19 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $9,603 |
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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 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 9.46% | 8.57%+0.9pp | 7.87%+1.6pp | 9.29%+0.2pp |
| Employer contribution / active EE | $63,488 | $19,481+225.9% | $31,784+99.8% | $15,168+318.6% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |