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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU4+ years Service code 49 · EIN 13-1215130 | Other Services | $136,321 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $86,535 |
LOCAL 1102 RWDSU4+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $54,327 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $53,741 |
ROTHMAN, ROCCO, LARUFFA, LLP2 years Service code 29 · EIN 47-5401457 | Legal | $24,588 |
C.S. MCKEE, L.P.3 years Service code 28 · EIN 25-1900687 | Investment Management | $24,485 |
FIRST ACTUARIAL CONSULTING, INC.4+ years Service code 11 · EIN 26-3842522 | Actuarial | $24,000 |
DAHAB ASSOCIATES4+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $20,000 |
Filed as: THOMPSON, SEIGEL & WALMLEY Service code 28 · EIN 54-0854396 | Investment Management | $18,403 |
BERDON LLP4+ years Service code 10 · EIN 13-0485070 | Accounting | $11,942 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -8.75% | -1.12%-7.6pp | -2.18%-6.6pp | 0.19%-8.9pp |
| Employer contribution / active EE | $1,837 | $12,052-84.8% | $38,751-95.3% | $13,763-86.6% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |