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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU10+ years Service code 49 · EIN 13-1215130 | Other Services | $122,766 |
C.S. MCKEE, L.P.7 years Filed as: C.S. MCKEE Service code 28 · EIN 84-3346426 | Investment Management | $88,720 |
LOCAL 1102 RWDSU10+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $49,440 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $28,375 |
DAHAB ASSOCIATES10+ years Service code 28 · EIN 11-2783874 | Investment Management | $22,500 |
Service code 11 · EIN 26-3842522 | Actuarial | $17,500 |
ROTHMAN, ROCCO, LARUFFA, LLP8 years Service code 29 · EIN 47-5401457 | Legal | $13,820 |
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 | $185,887-100.0% | $179,823-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 42.1%-42.1pp | 43.7%-43.7pp |
| Annual return | 12.61% | 174.20%-161.6pp | 148.78%-136.2pp | 13.05%-0.4pp |
| Employer contribution / active EE | $0 | $30,844-100.0% | $26,858-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,660-100.0% | $1,660-100.0% | $31,365-100.0% |