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| Provider | Service type | Compensation |
|---|---|---|
CIFC ASSET MANAGEMENT2+ years Service code 28 · EIN 45-2525882 | Investment Management | $960,170 |
POTOMAC ASSET MANAGEMENT1 year Filed as: POTOMAC ASSET MANAGEMENT CO., INC. Service code 28 · EIN 52-1224946 | Investment Management | $600,763 |
GOLDMAN SACHS2+ years Filed as: DSF CAPITAL PARTNERS Service code 19 · EIN 46-2688774 | Securities Custodian | $510,000 |
DSF ADVISORS LLC1 year Service code 28 · EIN 51-0403581 | Investment Management | $372,830 |
FRIEDMAN & ANSPACH2+ years Service code 29 · EIN 13-3403675 | Legal | $366,382 |
RWDSU/UFCW LOCAL 3382+ years Service code 50 · EIN 13-1215100 | Direct Payment | $342,114 |
ENTRUST PARTNERS OFFSHORE LP2+ years Filed as: ENTRUST Service code 28 · EIN 90-0644478 | Investment Management | $278,571 |
WRIGHT INVESTORS SERVICE2+ years Filed as: WRIGHT INVESTORS' SERVICES Service code 28 · EIN 06-1444342 | Investment Management | $243,098 |
LOCAL 338 H&W FUND2+ years Filed as: LOCAL 338 HEALTH & WELFARE FUND Service code 99 · EIN 13-2980858 | Other Fees | $214,767 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 19 · EIN 95-3046237 | Securities Custodian | $205,418 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $381,942,733-100.0% | $139,743-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.6%-22.6pp | 0.0%0pp |
| Annual return | 4.57% | 4.86%-0.3pp | 4.96%-0.4pp | 9.19%-4.6pp |
| Employer contribution / active EE | $2,058 | $7,571-72.8% | $29,749-93.1% | $12,608-83.7% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,369-100.0% | $2,655,710-100.0% |