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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-2544634 | Investment Management | $502,931 |
Filed as: CHARTWELL INVESTMENT PTRS Service code 28 · EIN 36-4776242 | Investment Management | $332,018 |
Service code 28 · EIN 13-3257590 | Investment Management | $237,004 |
Filed as: INVESTMENT PERFORMANCE SVCS LLC Service code 16 · EIN 58-2432390 | Consulting | $215,000 |
WEDGE CAPITAL MANAGEMENT3 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $205,169 |
LOCAL 68 ENG UNION WELFARE FD5+ years Service code 13 · EIN 22-1550500 | Contract Administrator | $148,070 |
LOCAL 68 ENG UNION EDUCATION FD5+ years Service code 13 · EIN 22-6066637 | Contract Administrator | $102,888 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $93,073 |
COMERICA BANK4 years Service code 19 · EIN 42-1741646 | Securities Custodian | $67,158 |
CHRISTOPHER RUTON3 years Service code 30 · EIN 22-6289939 | Employee (plan) | $27,004 |
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 | $116,271 | $37,542+209.7% | $89,441+30.0% | $93,223+24.7% |
| Participation rate | 100.0% | 36.7%+63.3pp | 68.0%+32.0pp | 74.9%+25.1pp |
| Annual return | 3.04% | 16.65%-13.6pp | 245.62%-242.6pp | 19.29%-16.2pp |
| Employer contribution / active EE | $6,441 | $644+900.8% | $2,588+148.9% | $2,680+140.4% |
| Participant deferral / active EE | $0 | $1,684-100.0% | $3,891-100.0% | $4,563-100.0% |
| Admin fee / account holder | $306 | $107+186.5% | $4,885-93.7% | $79+286.6% |