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| Provider | Service type | Compensation |
|---|---|---|
C.F.A.O2+ years Filed as: C.F.A.O. Service code 14 · EIN 94-1557079 | Plan Administrator | $2,792,803 |
POST ADVISORY GROUP2+ years Service code 28 · EIN 95-4818300 | Investment Management | $1,419,708 |
FOUNDRY PARTNERS2+ years Service code 28 · EIN 46-1184506 | Investment Management | $865,820 |
BLACKROCK2+ years Service code 28 · EIN 13-3806691 | Investment Management | $791,292 |
ALGER2+ years Filed as: FRED ALGER MANAGEMENT INC. Service code 28 · EIN 13-2510833 360 PARK AVENUE SOUTH · NEW YORK, NY 10010 | Investment Management | $659,692 |
MCMORGAN & COMPANY LLC2+ years Filed as: MCMORGAN & CO. Service code 28 · EIN 52-2334338 | Investment Management | $635,414 |
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD Service code 28 · EIN 13-2544634 | Investment Management | $587,408 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK Service code 19 · EIN 95-3571558 | Securities Custodian | $213,531 |
ULLICO1 year Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 1625 I STREET NW · WASHINGTON, DC 20006 | Investment Management | $188,949 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $140,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,193 | $54,788-19.3% | $92,240-52.1% | $80,976-45.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 76.5%+23.5pp | 68.3%+31.7pp |
| Annual return | 11.33% | 13.07%-1.7pp | 176.29%-165.0pp | 22.91%-11.6pp |
| Employer contribution / active EE | $3,311 | $3,430-3.5% | $3,680-10.0% | $2,402+37.8% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,897-100.0% | $3,848-100.0% |
| Admin fee / account holder | $163 | $96+69.5% | $5,194-96.9% | $67+140.9% |