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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 1300 E 9TH ST., 1900 · CLEVELAND, OH 44114 | Advisory (Plan) | $82,000 |
AMALGAMATED BANK2+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 28 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Investment Management | $81,665 |
PENN CAPITAL MANAGEMENT2+ years Filed as: PENN CAPITAL MANAGEMENT CO, INC Service code 28 · EIN 22-2796848 THREE CRESCENT DR 400 · PHILADELPHIA, PA 19112 | Investment Management | $73,710 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 ONE LINCOLN STREET · BOSTON, MA 021112900 | Investment Management | $68,371 |
ULLICO2+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 1625 EYE STREET NW · WASHINGTON, DC 20006 | Investment Management | $68,239 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Service code 28 · EIN 22-3367558 300 FRANK W BURR BLVD 7 · TEANECK, NJ 07666 | Investment Management | $63,832 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-2619158 | Actuarial | $57,851 |
TERRIANNA CRAWFORD2+ years Service code 14 1431 JAYS CT · SODDY DAISY, TN 37379 | Plan Administrator | $33,175 |
LORI D'SOUZA2+ years Service code 30 9217 DAYTON PIKE · SODDY DAISY, TN 37379 | Employee (plan) | $26,687 |
Service code 10 · EIN 62-1114363 | Accounting | $26,065 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 6.93% | 5.13%+1.8pp | 4.74%+2.2pp | 7.18%-0.3pp |
| Employer contribution / active EE | $11,114 | $14,689-24.3% | $36,089-69.2% | $13,095-15.1% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |