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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 108 PENSION FUND3 years Service code 15 · EIN 13-6366378 | Recordkeeping | $135,049 |
LOCAL 108 WELFARE FUND3 years Service code 49 · EIN 13-5605495 | Other Services | $89,176 |
INVESTMENT PERFORMANCE SERVICES4+ years Service code 16 · EIN 58-2433239 | Consulting | $47,500 |
Service code 11 · EIN 31-1582098 | Actuarial | $42,535 |
COHEN & STEERS4+ years Filed as: COHEN, WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $33,388 |
WEDGE CAPITAL MANAGEMENT3 years Service code 28 · EIN 56-1557450 | Investment Management | $20,553 |
NATIONAL INVESTMENT SERVICES4+ years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $18,928 |
NOVAK FRANCELLA LLC4+ years Service code 10 · EIN 61-1436956 | Accounting | $18,000 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $16,773 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $9,443 |
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 | $157,995-100.0% | $157,995-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 44.8%-44.8pp | 41.3%-41.3pp | 46.4%-46.4pp |
| Annual return | 3.99% | -3.98%+8.0pp | 83.75%-79.8pp | -82.67%+86.7pp |
| Employer contribution / active EE | $0 | $46,471-100.0% | $41,592-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $74-100.0% | $77-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $678-100.0% | $678-100.0% | $11,204-100.0% |