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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 108 WELFARE FUND7 years Service code 49 · EIN 13-5605495 | Other Services | $122,554 |
LOCAL 108 PENSION FUND7 years Service code 15 · EIN 13-6366378 | Recordkeeping | $54,634 |
INVESTMENT PERFORMANCE SERVICES8+ years Service code 16 · EIN 58-2433239 | Consulting | $47,500 |
Service code 11 · EIN 31-1582098 | Actuarial | $27,263 |
NOVAK FRANCELLA LLC8+ years Service code 10 · EIN 61-1436956 | Accounting | $25,150 |
COHEN & STEERS8+ years Filed as: COHEN, WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $23,390 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $14,128 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-0449260 | Securities Custodian | $11,754 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $8,280 |
WEDGE CAPITAL MANAGEMENT7 years Service code 28 · EIN 56-1557450 | Investment Management | $8,160 |
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 | $113,800-100.0% | $104,068-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 52.6%-52.6pp | 44.5%-44.5pp |
| Annual return | 0.45% | -9.74%+10.2pp | -10.12%+10.6pp | -14.65%+15.1pp |
| Employer contribution / active EE | $0 | $52,677-100.0% | $47,166-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $516-100.0% | $492-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,025-100.0% | $4,025-100.0% | $14,582-100.0% |