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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARTWELL INVESTMENT PTRS Service code 28 · EIN 36-4776242 | Investment Management | $609,306 |
GREAT LAKES ADVISORS, LLC4 years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $438,373 |
Filed as: INVESTMENT PERFORMANCE SVCS LLC Service code 16 · EIN 58-2432390 | Consulting | $267,500 |
Service code 28 · EIN 13-3257590 | Investment Management | $190,695 |
WEDGE CAPITAL MANAGEMENT8 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $177,311 |
LOCAL 68 ENG UNION WELFARE FD10+ years Service code 13 · EIN 22-1550500 | Contract Administrator | $166,090 |
LOCAL 68 ENG UNION EDUCATION FD10+ years Service code 13 · EIN 22-6066637 | Contract Administrator | $131,324 |
COMERICA BANK9 years Service code 19 · EIN 42-1741646 | Securities Custodian | $87,860 |
Service code 15 3000 S. LENOLA RD · MAPLE SHADE, NJ 08052 | Recordkeeping | $39,060 |
NORTHERN TRUST COMPANY8 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $38,669 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,103 | $102,364+34.9% | $96,754+42.7% | $102,364+34.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 70.3%+29.7pp | 82.9%+17.1pp |
| Annual return | 7.89% | 13.75%-5.9pp | 82.04%-74.1pp | 13.75%-5.9pp |
| Employer contribution / active EE | $6,884 | $3,994+72.4% | $2,679+157.0% | $3,994+72.4% |
| Participant deferral / active EE | $0 | $5,690-100.0% | $4,758-100.0% | $5,690-100.0% |
| Admin fee / account holder | $321 | $214+50.0% | $8,905-96.4% | $214+50.0% |