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| Provider | Service type | Compensation |
|---|---|---|
SMW LOCAL 28 WELFARE FUND1+ years Service code 15 · EIN 13-5530847 | Recordkeeping | $527,223 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $138,219 |
PROSKAUER ROSE LLP1+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $119,069 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LP Service code 28 · EIN 80-0175963 | Investment Management | $89,561 |
Filed as: NEW YORK LIFE Service code 51 · EIN 13-5582869 | Investment Mgmt Fees | $53,100 |
AMERICAN FUNDS1+ years Filed as: CAPITAL ONE BANK Service code 19 · EIN 72-0210640 | Securities Custodian | $50,433 |
DICKINSON WRIGHT PLLC1+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1241472 | Actuarial | $49,750 |
CALIBRE CPA GROUP PLLC1+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $49,700 |
HARDING LOEVNER LP1+ years Filed as: HARDING LOEVRNER Service code 28 · EIN 27-0684167 | Investment Management | $48,997 |
RBC GLOBAL ASSET MANAGEMENT1+ years Service code 28 · EIN 41-1460668 | Investment Management | $41,819 |
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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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -1.75% | -0.09%-1.7pp | -0.81%-0.9pp | 1.67%-3.4pp |
| Employer contribution / active EE | $6,179 | $11,440-46.0% | $38,425-83.9% | $10,506-41.2% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |