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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU5 years Filed as: LOCAL 813 PENSION TRUST FUND Service code 14 · EIN 13-1975659 | Plan Administrator | $1,069,469 |
Filed as: BOYD WATTERSON ASSET MGMT, LLC Service code 28 · EIN 34-1922005 | Investment Management | $539,336 |
Filed as: FIRST REPUBLIC INVESTMENT MGMT. Service code 27 · EIN 88-0157485 | Advisory (Plan) | $312,471 |
GOLDMAN SACHS6 years Filed as: CORBIN CAPITAL PARTNERS LP Service code 28 590 MADISON AVE · NEW YORK, NY 10022 | Investment Management | $307,515 |
Service code 28 · EIN 13-4194623 | Investment Management | $281,580 |
PROSKAUER ROSE LLP1 year Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $262,518 |
Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $246,550 |
GOLDMAN SACHS4 years Filed as: DSM CAPITAL PARTNERS LLC Service code 28 · EIN 31-1770164 | Investment Management | $193,004 |
THE BANK OF NEW YORK MELLON5 years Service code 15 · EIN 13-5160382 | Recordkeeping | $164,419 |
HARDING LOEVNER LP8 years Service code 28 · EIN 27-0684167 | Investment Management | $161,764 |
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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 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 10.59% | 9.71%+0.9pp | 32.33%-21.7pp | 9.11%+1.5pp |
| Employer contribution / active EE | $6,503 | $7,317-11.1% | $33,964-80.9% | $12,231-46.8% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |