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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT PERFORMANCE SVCS LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $284,065 |
Filed as: CHARTWELL INVESTMENT PTRS Service code 28 · EIN 36-4776242 | Investment Management | $225,924 |
LOCAL 68 ENG UNION WELFARE FD3+ years Service code 13 · EIN 22-1550500 | Contract Administrator | $197,319 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $188,690 |
Service code 28 · EIN 13-3257590 | Investment Management | $113,280 |
WEDGEWOOD PARTNERS INC1 year Filed as: WEDGEWOOD PARTNERS Service code 28 990 CLAYTON RD · ST. LOUIS, MO 63124 | Investment Management | $63,648 |
COMERICA BANK2 years Service code 19 · EIN 42-1741646 | Securities Custodian | $60,221 |
LOCAL 68 ENG UNION EDUCATION FD3+ years Service code 13 · EIN 22-6066637 | Contract Administrator | $34,881 |
CHRISTOPHER RUTON1 year Service code 30 · EIN 22-6289939 | Employee (plan) | $25,480 |
WASILEWSKI & KEATING PC3+ years Service code 10 · EIN 22-2676761 | Accounting | $22,438 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,144 | $32,929+207.2% | $76,518+32.2% | $68,904+46.8% |
| Participation rate | 100.0% | 38.1%+61.9pp | 68.0%+32.0pp | 74.1%+25.9pp |
| Annual return | 6.24% | 7.15%-0.9pp | -0.27%+6.5pp | 1.07%+5.2pp |
| Employer contribution / active EE | $5,901 | $904+552.5% | $2,647+122.9% | $2,540+132.3% |
| Participant deferral / active EE | $0 | $1,310-100.0% | $3,836-100.0% | $4,015-100.0% |
| Admin fee / account holder | $244 | $93+161.9% | $4,849-95.0% | $71+242.2% |