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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 108 WELFARE FUND2 years Service code 49 · EIN 13-5605495 | Other Services | $84,858 |
LOCAL 108 PENSION FUND2 years Service code 15 · EIN 13-6366378 | Recordkeeping | $82,212 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 16 · EIN 58-2433239 | Consulting | $47,500 |
COHEN & STEERS3+ years Filed as: COHEN, WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $37,487 |
Service code 11 · EIN 31-1582098 | Actuarial | $35,219 |
NATIONAL INVESTMENT SERVICES3+ years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $19,858 |
WEDGE CAPITAL MANAGEMENT2 years Service code 28 · EIN 56-1557450 | Investment Management | $19,029 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $18,000 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $16,945 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-0449260 | Securities Custodian | $14,978 |
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 | $186,737-100.0% | $186,737-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 38.0%-38.0pp | 31.3%-31.3pp | 45.9%-45.9pp |
| Annual return | 8.35% | 7.39%+1.0pp | 7.90%+0.5pp | 10.21%-1.9pp |
| Employer contribution / active EE | $0 | $46,520-100.0% | $41,695-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $47-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $811-100.0% | $811-100.0% | $13,518-100.0% |