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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARTWELL INVESTMENT PTRS Service code 28 · EIN 36-4776242 | Investment Management | $346,505 |
WEDGE CAPITAL MANAGEMENT2 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $270,647 |
Service code 28 · EIN 13-3257590 | Investment Management | $221,171 |
Filed as: INVESTMENT PERFORMANCE SVCS LLC Service code 16 · EIN 58-2432390 | Consulting | $215,000 |
LOCAL 68 ENG UNION WELFARE FD4+ years Service code 13 · EIN 22-1550500 | Contract Administrator | $143,844 |
LOCAL 68 ENG UNION EDUCATION FD4+ years Service code 13 · EIN 22-6066637 | Contract Administrator | $98,570 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $65,607 |
COMERICA BANK3 years Service code 19 · EIN 42-1741646 | Securities Custodian | $62,035 |
CHRISTOPHER RUTON2 years Service code 30 · EIN 22-6289939 | Employee (plan) | $26,374 |
WASILEWSKI & KEATING PC4+ years Service code 10 · EIN 22-2676761 | Accounting | $23,918 |
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 | $102,790 | $34,813+195.3% | $84,646+21.4% | $82,204+25.0% |
| Participation rate | 100.0% | 33.8%+66.2pp | 68.2%+31.8pp | 73.4%+26.6pp |
| Annual return | 6.01% | 44.87%-38.9pp | 258.85%-252.8pp | 26.31%-20.3pp |
| Employer contribution / active EE | $6,108 | $718+750.9% | $2,654+130.2% | $2,707+125.6% |
| Participant deferral / active EE | $0 | $1,334-100.0% | $3,901-100.0% | $4,246-100.0% |
| Admin fee / account holder | $294 | $107+175.0% | $4,915-94.0% | $76+288.5% |