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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU4 years Filed as: LOCAL 813 PENSION TRUST FUND Service code 14 · EIN 13-1975659 | Plan Administrator | $989,423 |
Filed as: BOYD WATTERSON ASSET MGMT, LLC Service code 28 · EIN 34-1922005 | Investment Management | $586,443 |
Filed as: FIRST REPUBLIC INVESTMENT MGMT. Service code 27 · EIN 88-0157485 | Advisory (Plan) | $490,664 |
Service code 28 · EIN 13-4194623 | Investment Management | $309,913 |
GOLDMAN SACHS5 years Filed as: CORBIN CAPITAL PARTNERS LP Service code 28 590 MADISON AVE · NEW YORK, NY 10022 | Investment Management | $298,269 |
Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $281,480 |
GOLDMAN SACHS3 years Filed as: DSM CAPITAL PARTNERS LLC Service code 28 · EIN 31-1770164 | Investment Management | $178,040 |
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $164,319 |
HARDING LOEVNER LP7 years Service code 28 · EIN 27-0684167 | Investment Management | $153,651 |
Service code 28 · EIN 27-3053886 | Investment Management | $152,909 |
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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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -16.68% | -2.41%-14.3pp | -38.86%+22.2pp | 23.41%-40.1pp |
| Employer contribution / active EE | $5,185 | $7,691-32.6% | $37,756-86.3% | $12,650-59.0% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |