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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 108 PENSION FUND6 years Service code 15 · EIN 13-6366378 | Recordkeeping | $91,406 |
LOCAL 108 WELFARE FUND6 years Service code 49 · EIN 13-5605495 | Other Services | $91,406 |
Service code 11 · EIN 31-1582098 | Actuarial | $45,746 |
COHEN & STEERS7+ years Filed as: COHEN, WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $32,409 |
NOVAK FRANCELLA LLC7+ years Service code 10 · EIN 61-1436956 | Accounting | $24,052 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $13,679 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $9,052 |
WEDGE CAPITAL MANAGEMENT6 years Service code 28 · EIN 56-1557450 | Investment Management | $8,073 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-0449260 | Securities Custodian | $7,712 |
NATIONAL INVESTMENT SERVICES7+ years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $7,056 |
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 | $240,976-100.0% | $202,277-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 30.0%-30.0pp | 37.6%-37.6pp |
| Annual return | 7.79% | 8.32%-0.5pp | 8.88%-1.1pp | 9.30%-1.5pp |
| Employer contribution / active EE | $0 | $47,428-100.0% | $42,607-100.0% | $43,746-100.0% |
| Participant deferral / active EE | $0 | $46-100.0% | $94-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $2,086-100.0% | $2,086-100.0% | $12,596-100.0% |