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| Provider | Service type | Compensation |
|---|---|---|
CIFC ASSET MANAGEMENT3+ years Service code 28 · EIN 45-2525882 | Investment Management | $1,961,007 |
DSF ADVISORS LLC2 years Service code 28 · EIN 51-0403581 | Investment Management | $548,538 |
FRIEDMAN & ANSPACH3+ years Service code 29 · EIN 13-3403675 | Legal | $396,704 |
RWDSU/UFCW LOCAL 3383+ years Service code 50 · EIN 13-1215100 | Direct Payment | $379,947 |
POTOMAC ASSET MANAGEMENT2 years Filed as: POTOMAC ASSET MANAGEMENT CO., INC. Service code 28 · EIN 52-1224946 | Investment Management | $300,000 |
WRIGHT INVESTORS SERVICE1 year Filed as: WRIGHT INVESTORS' SERVICES INC Service code 28 · EIN 06-1444342 | Investment Management | $279,266 |
ENTRUST PARTNERS OFFSHORE LP3+ years Filed as: ENTRUST Service code 28 · EIN 90-0644478 | Investment Management | $273,701 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 19 · EIN 95-3046237 | Securities Custodian | $250,252 |
LOCAL 338 H&W FUND3+ years Filed as: LOCAL 338 HEALTH & WELFARE FUND Service code 50 · EIN 13-2980858 | Direct Payment | $226,642 |
CAPITAL ASSET ADVISORS3+ years Service code 27 · EIN 16-1218195 | Advisory (Plan) | $183,068 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 14.17% | 17.84%-3.7pp | 10.66%+3.5pp | 17.84%-3.7pp |
| Employer contribution / active EE | $2,178 | $14,688-85.2% | $30,880-92.9% | $14,688-85.2% |
| Participant deferral / active EE | $0 | $770-100.0% | $65-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,478-100.0% | - |