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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $417,649 |
RWDSU/UFCW LOCAL 33810+ years Service code 49 · EIN 13-1215100 | Other Services | $417,111 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $365,358 |
WRIGHT INVESTORS SERVICE7 years Filed as: WRIGHT INVESTORS SERVICES LLC Service code 51 · EIN 06-1444342 | Investment Mgmt Fees | $341,398 |
LOCAL 338 H&W FUND10+ years Filed as: LOCAL 338 HEALTH & WELFARE FUND Service code 49 · EIN 13-2980858 | Other Services | $329,704 |
FRIEDMAN & ANSPACH10+ years Service code 29 · EIN 13-3403675 | Legal | $297,504 |
LOOMIS SAYLES4 years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 84-6391546 | Investment Management | $161,106 |
ANDREW FAIR, ESQ.9 years Filed as: ANDREW VELLA Service code 30 · EIN 13-6533678 | Recordkeeping fees; Employee (plan) | $98,782 |
REYNOLDS CONSULTING SERVICES2 years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $95,000 |
Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5440911 | Investment Management | $75,394 |
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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 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 10.95% | 17.72%-6.8pp | 148.78%-137.8pp | 9.30%+1.7pp |
| Employer contribution / active EE | $2,829 | $3,186-11.2% | $26,858-89.5% | $12,551-77.5% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $63-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |