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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU2 years Filed as: LOCAL 813 PENSION TRUST FUND Service code 14 · EIN 13-1975659 | Plan Administrator | $938,411 |
Filed as: BOYD WATTERSON ASSET MGMT. Service code 27 · EIN 34-1922005 | Advisory (Plan) | $565,834 |
Filed as: FIRST REPUBLIC INVESTMENT MGMT. Service code 28 · EIN 88-0157485 | Investment Management | $528,740 |
Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $318,212 |
Service code 28 · EIN 13-4194623 | Investment Management | $253,557 |
GOLDMAN SACHS3 years Filed as: CORBIN CAPITAL PARTNERS LP Service code 28 590 MADISON AVE · NEW YORK, NY 10022 | Investment Management | $247,826 |
GOLDMAN SACHS1 year Filed as: DSM CAPITAL PARTNERS LLC Service code 28 · EIN 31-1770164 | Investment Management | $212,380 |
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454 | Legal | $177,660 |
HARDING LOEVNER LP5 years Service code 28 · EIN 27-0684167 | Investment Management | $163,552 |
POLEN CAPITAL2 years Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 28 · EIN 26-0319356 | Investment Management | $157,120 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 11.48% | 12.77%-1.3pp | 90.61%-79.1pp | 12.86%-1.4pp |
| Employer contribution / active EE | $3,939 | $8,963-56.0% | $32,730-88.0% | $13,687-71.2% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |