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| Provider | Service type | Compensation |
|---|---|---|
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Service code 28 · EIN 22-3367558 300 FRANK W BURR BLVD 7 · TEANECK, NJ 07666 | Investment Management | $110,648 |
ULLICO1+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 1625 EYE STREET NW · WASHINGTON, DC 20006 | Investment Management | $99,511 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-2619158 | Actuarial | $89,413 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 1300 E 9TH ST., 1900 · CLEVELAND, OH 44114 | Advisory (Plan) | $82,000 |
AMALGAMATED BANK1+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 28 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Investment Management | $75,502 |
PENN CAPITAL MANAGEMENT1+ years Filed as: PENN CAPITAL MANAGEMENT CO, INC Service code 28 · EIN 22-2796848 THREE CRESCENT DR 400 · PHILADELPHIA, PA 19112 | Investment Management | $72,418 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 ONE LINCOLN STREET · BOSTON, MA 021112900 | Investment Management | $60,104 |
SHARON HUANG1+ years Filed as: SHARON HODSON Service code 14 9217 DAYTON PIKE · SODDY DAISY, TN 37379 | Plan Administrator | $43,036 |
LYNN AGEE1+ years Service code 29 · EIN 40-4580622 4551 LACASSAS · MURFREESBORO, TN 37130 | Legal | $25,298 |
RHONDA LOWE1+ years Service code 30 9217 DAYTON PIKE · SODDY DAISY, TN 37379 | Employee (plan) | $23,828 |
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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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -0.58% | 0.06%-0.6pp | -0.81%+0.2pp | -0.60%0pp |
| Employer contribution / active EE | $12,735 | $14,206-10.4% | $38,425-66.9% | $12,272+3.8% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |