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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU5+ years Service code 49 · EIN 13-1215130 | Other Services | $124,929 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $94,790 |
LOCAL 1102 RWDSU5+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $59,843 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $46,989 |
FIRST ACTUARIAL CONSULTING, INC.5+ years Service code 11 · EIN 26-3842522 | Actuarial | $25,755 |
ROTHMAN, ROCCO, LARUFFA, LLP3 years Service code 29 · EIN 47-5401457 | Legal | $24,502 |
C.S. MCKEE, L.P.4 years Service code 28 · EIN 25-1900687 | Investment Management | $24,130 |
DAHAB ASSOCIATES5+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $20,000 |
BERDON LLP5+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 16.39% | 33.70%-17.3pp | 14.64%+1.8pp | 53.27%-36.9pp |
| Employer contribution / active EE | $1,838 | $14,473-87.3% | $41,831-95.6% | $14,774-87.6% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |