Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU6+ years Service code 49 · EIN 13-1215130 | Other Services | $126,441 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $81,237 |
LOCAL 1102 RWDSU6+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $65,482 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $39,788 |
FIRST ACTUARIAL CONSULTING, INC.6+ years Service code 11 · EIN 26-3842522 | Actuarial | $26,000 |
ROTHMAN, ROCCO, LARUFFA, LLP4 years Service code 29 · EIN 47-5401457 | Legal | $24,420 |
C.S. MCKEE, L.P.5 years Service code 28 · EIN 25-1900687 | Investment Management | $23,246 |
DAHAB ASSOCIATES6+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $20,000 |
BERDON LLP6+ years Service code 10 · EIN 13-0485070 | Accounting | $11,942 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 0.76% | 9.58%-8.8pp | 9.52%-8.8pp | 11.45%-10.7pp |
| Employer contribution / active EE | $2,137 | $21,155-89.9% | $41,951-94.9% | $17,219-87.6% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |