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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU3+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $91,040 |
C.S. MCKEE, L.P.3+ years Filed as: CS MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $74,727 |
LOCAL 1102 RWDSU3+ years Service code 49 · EIN 13-1215130 | Other Services | $74,222 |
BERDON LLP3+ years Service code 10 · EIN 13-0485070 | Accounting | $22,746 |
Service code 11 · EIN 26-3842522 | Actuarial | $17,500 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $14,296 |
DAHAB ASSOCIATES3+ years Service code 28 · EIN 11-2783874 | Investment Management | $11,697 |
Service code 29 · EIN 47-5401457 | Legal | $10,922 |
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 | $451,207-100.0% | $451,207-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 35.0%-35.0pp | 45.9%-45.9pp |
| Annual return | 11.17% | 8.63%+2.5pp | 8.77%+2.4pp | 10.21%+1.0pp |
| Employer contribution / active EE | $0 | $39,478-100.0% | $36,356-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $73-100.0% | $68-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $3,635-100.0% | $3,635-100.0% | $13,518-100.0% |