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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $429,806 |
RWDSU/UFCW LOCAL 3388+ years Service code 49 · EIN 13-1215100 | Other Services | $326,000 |
LOCAL 338 H&W FUND8+ years Filed as: LOCAL 338 HEALTH & WELFARE FUND Service code 49 · EIN 13-2980858 | Other Services | $291,000 |
FRIEDMAN & ANSPACH8+ years Service code 29 · EIN 13-3403675 | Legal | $290,682 |
BERNZOTT CAPITAL ADVISORS6 years Filed as: BERNZOTT CAPITAL ADVISORS INC Service code 51 · EIN 77-0464710 | Investment Mgmt Fees | $226,709 |
WRIGHT INVESTORS SERVICE5 years Filed as: WRIGHT INVESTORS SERVICES LLC Service code 51 · EIN 06-1444342 | Investment Mgmt Fees | $211,068 |
LISANTI CAPITAL GROWTH LLC5 years Service code 28 · EIN 20-0459769 | Investment Management | $92,610 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 84-6391546 | Investment Management | $87,256 |
ANDREW FAIR, ESQ.7 years Filed as: ANDREW VELLA Service code 30 · EIN 13-6533678 | Employee (plan); Recordkeeping fees | $72,416 |
OLGA ROBERTSON-LOPEZ1 year Service code 30 · EIN 13-6533678 | Recordkeeping fees; Employee (plan) | $58,012 |
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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 | $2,456,633-100.0% | $65,170-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 1.5%-1.5pp |
| Annual return | -9.63% | -14.77%+5.1pp | 7.07%-16.7pp | 23.41%-33.0pp |
| Employer contribution / active EE | $2,555 | $4,290-40.4% | $34,847-92.7% | $12,650-79.8% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $51-100.0% | $14,884-100.0% |