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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU1+ years Service code 49 · EIN 13-1215130 | Other Services | $90,746 |
LOCAL 1102 RWDSU1+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $82,693 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $77,515 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $49,661 |
RICHARD J. WOLF & COMPANY1+ years Filed as: RICHARD M GREENSPAN, PC Service code 29 · EIN 13-3341720 | Legal | $27,250 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Service code 11 · EIN 26-3842522 | Actuarial | $27,126 |
DAHAB ASSOCIATES1+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $20,000 |
C.S. MCKEE, L.P.1+ years Filed as: C.S. MCKEE L.P. Service code 28 · EIN 25-1900687 | Investment Management | $19,887 |
THOMPSON HINE1+ years Filed as: THOMPSON, SEIGEL & WALMSLEY Service code 28 · EIN 25-1900687 | Investment Management | $18,150 |
BERDON LLP1+ years Service code 10 · EIN 13-0485070 | Accounting | $12,354 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $0 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -2.42% | 0.06%-2.5pp | -0.81%-1.6pp | -0.60%-1.8pp |
| Employer contribution / active EE | $1,649 | $14,206-88.4% | $38,425-95.7% | $12,272-86.6% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |