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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 108 WELFARE FUND8 years Service code 49 · EIN 13-5605495 | Other Services | $110,766 |
Service code 11 · EIN 31-1582098 | Actuarial | $37,150 |
INVESTMENT PERFORMANCE SERVICES9+ years Service code 16 · EIN 58-2433239 | Consulting | $35,625 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436956 | Accounting | $18,000 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $12,104 |
COHEN & STEERS9+ years Filed as: COHEN, WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $11,799 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-0449260 | Securities Custodian | $9,743 |
NATIONAL INVESTMENT SERVICES9+ years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $7,187 |
WEDGE CAPITAL MANAGEMENT8 years Service code 28 · EIN 56-1557450 | Investment Management | $6,184 |
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 | $337,745-100.0% | $337,745-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 53.6%-53.6pp | 44.1%-44.1pp | 55.9%-55.9pp |
| Annual return | 104.39% | 9.53%+94.9pp | 9.57%+94.8pp | 24.44%+80.0pp |
| Employer contribution / active EE | $0 | $44,170-100.0% | $39,758-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $40-100.0% | $45-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $352,588-100.0% | $352,588-100.0% | $22,013-100.0% |