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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU1+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $69,819 |
LOCAL 1102 RWDSU1+ years Service code 49 · EIN 13-1215130 | Other Services | $36,712 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 · EIN 26-3842522 | Actuarial | $28,463 |
GROOM LAW GROUP1+ years Service code 29 · EIN 52-1219029 | Legal | $16,802 |
BERDON LLP1+ years Service code 10 · EIN 13-0485070 | Accounting | $10,803 |
RICHARD J. WOLF & COMPANY1+ years Filed as: RICHARD M GREENSPAN, PC Service code 29 · EIN 13-3341720 | Legal | $8,750 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $5,790 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $226,345-100.0% | $192,069-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 20.4%-20.4pp | 13.2%-13.2pp | 48.7%-48.7pp |
| Annual return | -30.40% | -1.22%-29.2pp | -0.79%-29.6pp | -2.16%-28.2pp |
| Employer contribution / active EE | $0 | $33,950-100.0% | $28,419-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $36-100.0% | $37-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,324-100.0% | $12,572-100.0% |