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| Provider | Service type | Compensation |
|---|---|---|
RWDSU/UFCW LOCAL 3389+ years Service code 49 · EIN 13-1215100 | Other Services | $380,234 |
FRIEDMAN & ANSPACH9+ years Service code 29 · EIN 13-3403675 | Legal | $329,340 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $318,413 |
LOCAL 338 H&W FUND9+ years Filed as: LOCAL 338 HEALTH & WELFARE FUND Service code 49 · EIN 13-2980858 | Other Services | $308,701 |
WRIGHT INVESTORS SERVICE6 years Filed as: WRIGHT INVESTORS SERVICES LLC Service code 51 · EIN 06-1444342 | Investment Mgmt Fees | $250,482 |
Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5440911 | Investment Management | $134,840 |
LOOMIS SAYLES3 years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 84-6391546 | Investment Management | $110,246 |
Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $95,000 |
ANDREW FAIR, ESQ.8 years Filed as: ANDREW VELLA Service code 30 · EIN 13-6533678 | Recordkeeping fees; Employee (plan) | $85,643 |
OLGA ROBERTSON-LOPEZ2 years Service code 30 · EIN 13-6533678 | Employee (plan); Recordkeeping fees | $59,343 |
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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 | $13,363-100.0% | $202,297-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 2.2%-2.2pp |
| Annual return | 9.57% | 8.44%+1.1pp | 14.20%-4.6pp | 9.11%+0.5pp |
| Employer contribution / active EE | $2,737 | $3,337-18.0% | $29,492-90.7% | $12,231-77.6% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $7,524-100.0% | $125-100.0% |