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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU2+ years Service code 49 · EIN 13-1215130 | Other Services | $97,493 |
LOCAL 1102 RWDSU2+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $82,481 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $77,316 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $49,811 |
Filed as: ROTHMAN ROCCO LARUFFA, LLP Service code 29 · EIN 47-5401457 | Legal | $22,285 |
C.S. MCKEE, L.P.1 year Service code 28 · EIN 25-1900687 | Investment Management | $22,033 |
DAHAB ASSOCIATES2+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $20,000 |
FIRST ACTUARIAL CONSULTING, INC.2+ years Service code 11 · EIN 26-3842522 | Actuarial | $17,600 |
THOMPSON HINE2+ years Filed as: THOMPSON, SEIGEL & WALMSLEY Service code 28 · EIN 54-0854396 | Investment Management | $17,166 |
BERDON LLP2+ years Service code 10 · EIN 13-0485070 | Accounting | $11,373 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 8.69% | 5.13%+3.6pp | 4.74%+4.0pp | 7.18%+1.5pp |
| Employer contribution / active EE | $1,817 | $14,689-87.6% | $36,089-95.0% | $13,095-86.1% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |