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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU5+ years Service code 49 · EIN 13-1215130 | Other Services | $92,428 |
LOCAL 1102 RWDSU5+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $76,832 |
C.S. MCKEE, L.P.2 years Filed as: C.S. MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $75,116 |
BERDON LLP5+ years Service code 10 · EIN 13-0485070 | Accounting | $23,883 |
Service code 11 · EIN 26-3842522 | Actuarial | $17,500 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $14,847 |
ROTHMAN, ROCCO, LARUFFA, LLP3 years Service code 29 · EIN 47-5401457 | Legal | $11,954 |
DAHAB ASSOCIATES5+ years Service code 28 · EIN 11-2783874 | Investment Management | $10,937 |
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 | $289,682-100.0% | $177,834-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | - |
| Annual return | 17.18% | 43.80%-26.6pp | 11.67%+5.5pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $28,376-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $46-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $15,617-100.0% | - |