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| Provider | Service type | Compensation |
|---|---|---|
C.F.A.O3+ years Filed as: C.F.A.O. Service code 14 · EIN 94-1557079 | Plan Administrator | $2,723,434 |
POST ADVISORY GROUP3+ years Service code 28 · EIN 95-4818300 | Investment Management | $1,745,538 |
GAMCO ASSET MANAGEMENT1 year Filed as: GAMCO Service code 28 · EIN 13-4044521 | Investment Management | $1,051,568 |
FOUNDRY PARTNERS3+ years Service code 28 · EIN 46-1184506 | Investment Management | $746,939 |
ALGER3+ years Filed as: FRED ALGER MANAGEMENT INC. Service code 28 · EIN 13-2510833 360 PARK AVENUE SOUTH · NEW YORK, NY 10010 | Investment Management | $729,805 |
MCMORGAN & COMPANY LLC3+ years Filed as: MCMORGAN & CO. Service code 28 · EIN 52-2334338 | Investment Management | $648,964 |
BLACKROCK3+ years Service code 28 · EIN 13-3806691 | Investment Management | $600,876 |
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHSCHILD Service code 28 · EIN 13-2544634 | Investment Management | $526,210 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK Service code 19 · EIN 95-3571558 | Securities Custodian | $283,855 |
ULLICO2 years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 1625 I STREET NW · WASHINGTON, DC 20006 | Investment Management | $194,946 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,803 | $49,973-10.3% | $83,831-46.6% | $73,367-38.9% |
| Participation rate | 90.5% | 77.8%+12.7pp | 76.1%+14.4pp | 69.5%+21.0pp |
| Annual return | 3.47% | 0.83%+2.6pp | 850.99%-847.5pp | 173.45%-170.0pp |
| Employer contribution / active EE | $3,353 | $3,293+1.8% | $3,631-7.7% | $2,499+34.2% |
| Participant deferral / active EE | $0 | $2,341-100.0% | $4,082-100.0% | $4,033-100.0% |
| Admin fee / account holder | $179 | $95+88.3% | $5,479-96.7% | $68+162.2% |