Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LOCAL 108 PENSION FUND1 year Service code 15 · EIN 13-6366378 | Recordkeeping | $103,865 |
LOCAL 108 WELFARE FUND1 year Service code 49 · EIN 13-5605495 | Other Services | $90,622 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 16 · EIN 58-2433239 | Consulting | $47,500 |
Service code 11 · EIN 31-1582098 | Actuarial | $37,753 |
COHEN & STEERS2+ years Filed as: COHEN, WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $35,195 |
WEDGE CAPITAL MANAGEMENT1 year Service code 28 · EIN 56-1557450 | Investment Management | $20,902 |
NATIONAL INVESTMENT SERVICES2+ years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $20,897 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-0449260 | Securities Custodian | $20,326 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $18,032 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $18,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $176,816-100.0% | $176,816-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 47.0%-47.0pp | 39.2%-39.2pp | 45.6%-45.6pp |
| Annual return | 7.33% | 2.97%+4.4pp | 2.89%+4.4pp | 4.16%+3.2pp |
| Employer contribution / active EE | $0 | $44,301-100.0% | $39,831-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $99-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $478-100.0% | $478-100.0% | $21,465-100.0% |