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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 108 PENSION FUND4 years Service code 15 · EIN 13-6366378 | Recordkeeping | $106,450 |
LOCAL 108 WELFARE FUND4 years Service code 49 · EIN 13-5605495 | Other Services | $77,964 |
Service code 11 · EIN 31-1582098 | Actuarial | $63,170 |
INVESTMENT PERFORMANCE SERVICES5+ years Service code 16 · EIN 58-2433239 | Consulting | $48,125 |
COHEN & STEERS5+ years Filed as: COHEN, WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $31,030 |
WEDGE CAPITAL MANAGEMENT4 years Service code 28 · EIN 56-1557450 | Investment Management | $19,811 |
NATIONAL INVESTMENT SERVICES5+ years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $17,239 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $15,276 |
NOVAK FRANCELLA LLC5+ years Service code 10 · EIN 61-1436956 | Accounting | $13,040 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $9,958 |
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 | $192,455-100.0% | $192,455-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 32.0%-32.0pp | 27.6%-27.6pp | 47.4%-47.4pp |
| Annual return | 10.49% | 9.96%+0.5pp | 50.81%-40.3pp | 12.16%-1.7pp |
| Employer contribution / active EE | $0 | $48,404-100.0% | $42,739-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $88-100.0% | $90-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,268-100.0% | $2,268-100.0% | $17,640-100.0% |