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| Provider | Service type | Compensation |
|---|---|---|
RWDSU/UFCW LOCAL 3385+ years Service code 49 · EIN 13-1215100 | Other Services | $414,024 |
FRIEDMAN & ANSPACH5+ years Service code 29 · EIN 13-3403675 | Legal | $334,331 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $317,287 |
WRIGHT INVESTORS SERVICE2 years Filed as: WRIGHT INVESTORS SERVICES LLC Service code 28 · EIN 06-1444342 | Investment Management | $284,912 |
DSF ADVISORS LLC4 years Service code 28 · EIN 51-0403581 | Investment Management | $259,254 |
LOCAL 338 H&W FUND5+ years Filed as: LOCAL 338 HEALTH & WELFARE FUND Service code 49 · EIN 13-2980858 | Other Services | $247,414 |
CIFC ASSET MANAGEMENT5+ years Service code 28 · EIN 45-2525882 | Investment Management | $241,110 |
BERNZOTT CAPITAL ADVISORS3 years Filed as: BERNZOTT CAPITAL ADVISORS INC Service code 51 · EIN 77-0464710 | Investment Mgmt Fees | $217,798 |
CAPITAL ASSET ADVISORS5+ years Service code 27 · EIN 16-1218195 | Advisory (Plan) | $192,000 |
CS STRATEGIC SLP V LP2 years Service code 49 · EIN 27-4503812 | Other Services | $186,399 |
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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 | $341,093,897-100.0% | $177,834-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 22.76% | 15.03%+7.7pp | 11.67%+11.1pp | 21.83%+0.9pp |
| Employer contribution / active EE | $2,239 | $3,206-30.1% | $28,376-92.1% | $12,237-81.7% |
| Participant deferral / active EE | $0 | $0 | $46-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $15,617-100.0% | $1,551,325-100.0% |