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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 606941396 | Advisory (Plan) | $44,000 |
CHEIRON8+ years Service code 11 · EIN 13-4215617 | Actuarial | $38,290 |
SLEVIN & HART, P.C.8+ years Filed as: SLEVIN AND HART Service code 29 · EIN 52-1708613 | Legal | $35,072 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $30,691 |
AMALGAMATED BANK3 years Filed as: AMALGAMTED BANK Service code 19 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $25,302 |
Service code 28 · EIN 20-4712392 | Investment Management | $20,656 |
CALIBRE CPA GROUP PLLC8+ years Service code 10 · EIN 47-0900080 | Accounting | $12,600 |
ULLICO8+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $8,627 |
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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 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -9.27% | 13.34%-22.6pp | 0.46%-9.7pp | -5.25%-4.0pp |
| Employer contribution / active EE | $50,484 | $19,967+152.8% | $35,480+42.3% | $15,161+233.0% |
| Participant deferral / active EE | $0 | $651-100.0% | $231-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |