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| Provider | Service type | Compensation |
|---|---|---|
C.F.A.O4+ years Filed as: C.F.A.O. Service code 14 · EIN 94-1557079 | Plan Administrator | $2,695,905 |
POST ADVISORY GROUP4+ years Service code 28 · EIN 95-4818300 | Investment Management | $1,813,161 |
ALGER4+ years Filed as: FRED ALGER MANAGEMENT INC. Service code 28 · EIN 13-2510833 360 PARK AVENUE SOUTH · NEW YORK, NY 10010 | Investment Management | $740,013 |
GAMCO ASSET MANAGEMENT2 years Filed as: GAMCO Service code 28 · EIN 13-4044521 | Investment Management | $666,117 |
FOUNDRY PARTNERS4+ years Service code 28 · EIN 46-1184506 | Investment Management | $639,054 |
MCMORGAN & COMPANY LLC4+ years Filed as: MCMORGAN & CO. Service code 28 · EIN 52-2334338 | Investment Management | $442,591 |
ROTHSCHILD ASSET MANAGEMENT4+ years Filed as: ROTHSCHILD Service code 28 · EIN 13-2544634 | Investment Management | $424,627 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK Service code 19 · EIN 95-3571558 | Securities Custodian | $302,476 |
ULLICO3 years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 1625 I STREET NW · WASHINGTON, DC 20006 | Investment Management | $201,796 |
INVESTMENT PERFORMANCE SERVICES4+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $143,004 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,196 | $49,105-10.0% | $92,916-52.4% | $89,609-50.7% |
| Participation rate | 88.5% | 79.0%+9.5pp | 76.0%+12.5pp | 69.6%+18.9pp |
| Annual return | 1.66% | 32.35%-30.7pp | 109.45%-107.8pp | 33.65%-32.0pp |
| Employer contribution / active EE | $3,257 | $3,373-3.4% | $3,654-10.8% | $2,584+26.1% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,238-100.0% | $4,222-100.0% |
| Admin fee / account holder | $154 | $93+66.0% | $5,796-97.3% | $72+114.5% |