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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU2+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $127,077 |
C.S. MCKEE, L.P.2+ years Filed as: CS MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $69,268 |
LOCAL 1102 RWDSU2+ years Service code 49 · EIN 13-1215130 | Other Services | $48,942 |
BERDON LLP2+ years Service code 10 · EIN 13-0485070 | Accounting | $22,746 |
Service code 11 · EIN 26-3842522 | Actuarial | $17,500 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $14,856 |
Filed as: ROTHMAN ROCCO LARUFFA, LLP Service code 29 · EIN 47-5401457 | Legal | $10,957 |
DAHAB ASSOCIATES2+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $10,690 |
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 | $522,493-100.0% | $522,493-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 47.3%-47.3pp | 37.0%-37.0pp | 45.6%-45.6pp |
| Annual return | 5.81% | 4.02%+1.8pp | 4.11%+1.7pp | 4.16%+1.7pp |
| Employer contribution / active EE | $0 | $38,217-100.0% | $35,308-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $25-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,766-100.0% | $8,766-100.0% | $21,465-100.0% |