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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU3+ years Service code 49 · EIN 13-1215130 | Other Services | $117,115 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $86,494 |
LOCAL 1102 RWDSU3+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 23-2772200 | Other Services | $60,938 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $45,143 |
THOMPSON HINE3+ years Filed as: THOMPSON, SEIGEL & WALMSLEY Service code 28 · EIN 54-0854396 | Investment Management | $24,802 |
C.S. MCKEE, L.P.2 years Service code 28 · EIN 25-1900687 | Investment Management | $23,554 |
Service code 29 · EIN 47-5401457 | Legal | $22,374 |
FIRST ACTUARIAL CONSULTING, INC.3+ years Service code 11 · EIN 26-3842522 | Actuarial | $21,600 |
DAHAB ASSOCIATES3+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $20,000 |
BERDON LLP3+ years Service code 10 · EIN 13-0485070 | Accounting | $11,373 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 11.30% | 13.03%-1.7pp | 10.36%+0.9pp | 23.90%-12.6pp |
| Employer contribution / active EE | $1,827 | $15,779-88.4% | $37,738-95.2% | $16,539-89.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |