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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1 year Filed as: VIBRANT CAPITAL Service code 28 · EIN 74-3199235 | Investment Management | $1,494,464 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $473,255 |
SPYGLASS CAPITAL MANAGEMENT3 years Filed as: SPYGLASS CAPITAL MANAGEMENT LLC Service code 52 · EIN 32-0463594 | Indirect Investment Fees | $468,064 |
RWDSU/UFCW LOCAL 3387+ years Service code 49 · EIN 13-1215100 | Other Services | $378,097 |
BERNZOTT CAPITAL ADVISORS5 years Filed as: BERNZOTT CAPITAL ADVISORS INC Service code 51 · EIN 77-0464710 | Investment Mgmt Fees | $315,747 |
FRIEDMAN & ANSPACH7+ years Service code 29 · EIN 13-3403675 | Legal | $281,984 |
WRIGHT INVESTORS SERVICE4 years Filed as: WRIGHT INVESTORS SERVICES LLC Service code 51 · EIN 06-1444342 | Investment Mgmt Fees | $280,283 |
LOCAL 338 H&W FUND7+ years Filed as: LOCAL 338 HEALTH & WELFARE FUND Service code 49 · EIN 13-2980858 | Other Services | $274,376 |
CIFC ASSET MANAGEMENT7+ years Service code 28 · EIN 45-2525882 | Investment Management | $209,600 |
THE TOWNSEND GROUP2 years Filed as: TOWNSEND HOLDINGS LLC Service code 28 · EIN 45-3073569 | Investment Management | $196,118 |
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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 | $444,552-100.0% | $161,924-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 3.7%-3.7pp |
| Annual return | 15.77% | 11.76%+4.0pp | 10.41%+5.4pp | 15.63%+0.1pp |
| Employer contribution / active EE | $2,601 | $3,456-24.7% | $31,248-91.7% | $11,476-77.3% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1,130-100.0% | $429-100.0% |