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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU11+ years Service code 49 · EIN 13-1215130 | Other Services | $108,723 |
C.S. MCKEE, L.P.8 years Filed as: C.S. MCKEE Service code 28 · EIN 84-3346426 | Investment Management | $94,784 |
LOCAL 1102 RWDSU11+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $48,341 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $26,000 |
DAHAB ASSOCIATES11+ years Service code 28 · EIN 11-2783874 | Investment Management | $22,500 |
FIRST ACTUARIAL CONSULTING, INC.10+ years Service code 11 · EIN 26-3842522 | Actuarial | $17,500 |
ROTHMAN, ROCCO, LARUFFA, LLP9 years Service code 29 · EIN 47-5401457 | Legal | $14,732 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $231,535-100.0% | $231,535-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 62.5%-62.5pp | 45.5%-45.5pp | 35.7%-35.7pp |
| Annual return | 12.70% | 12.59%+0.1pp | 12.92%-0.2pp | 15.19%-2.5pp |
| Employer contribution / active EE | $0 | $27,595-100.0% | $24,425-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $19-100.0% | $18-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $262,349-100.0% | $262,349-100.0% | $50,584-100.0% |