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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 108 PENSION FUND5 years Service code 15 · EIN 13-6366378 | Recordkeeping | $121,631 |
LOCAL 108 WELFARE FUND5 years Service code 49 · EIN 13-5605495 | Other Services | $111,502 |
Service code 11 · EIN 31-1582098 | Actuarial | $52,462 |
COHEN & STEERS6+ years Filed as: COHEN, WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $48,900 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 16 · EIN 58-2433239 | Consulting | $46,875 |
NOVAK FRANCELLA LLC6+ years Service code 10 · EIN 61-1436956 | Accounting | $26,000 |
NATIONAL INVESTMENT SERVICES6+ years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $13,072 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $11,060 |
WEDGE CAPITAL MANAGEMENT5 years Service code 28 · EIN 56-1557450 | Investment Management | $9,831 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $7,123 |
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 | $1,185,213-100.0% | $229,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.3%-27.3pp | - |
| Annual return | 6.95% | 42.38%-35.4pp | 7.48%-0.5pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $39,603-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $172-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $1,197-100.0% | - |