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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON7+ years Service code 11 · EIN 13-4215617 | Actuarial | $89,791 |
SLEVIN & HART, P.C.7+ years Filed as: SLEVIN AND HART Service code 29 · EIN 52-1708613 | Legal | $52,215 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 606941396 | Advisory (Plan) | $44,000 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $40,745 |
Service code 28 · EIN 20-4712392 | Investment Management | $31,218 |
ULLICO7+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $19,959 |
CALIBRE CPA GROUP PLLC7+ years Service code 10 · EIN 47-0900080 | Accounting | $13,020 |
AMALGAMATED BANK2 years Filed as: AMALGAMTED BANK Service code 19 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $9,566 |
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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 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 7.96% | 12.41%-4.5pp | 11.31%-3.4pp | 18.35%-10.4pp |
| Employer contribution / active EE | $62,493 | $18,122+244.8% | $35,729+74.9% | $14,669+326.0% |
| Participant deferral / active EE | $0 | $427-100.0% | $237-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |