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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $473,522 |
Service code 28 · EIN 13-3257590 | Investment Management | $419,701 |
Filed as: CHARTWELL INVESTMENT PTRS Service code 28 · EIN 36-4776242 | Investment Management | $347,151 |
Filed as: INVESTMENT PERFORMANCE SVCS LLC Service code 16 · EIN 58-2432390 | Consulting | $215,000 |
LOCAL 68 ENG UNION WELFARE FD7+ years Service code 13 · EIN 22-1550500 | Contract Administrator | $159,261 |
WEDGE CAPITAL MANAGEMENT5 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $150,240 |
LOCAL 68 ENG UNION EDUCATION FD7+ years Service code 13 · EIN 22-6066637 | Contract Administrator | $116,069 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $78,134 |
COMERICA BANK6 years Service code 19 · EIN 42-1741646 | Securities Custodian | $74,346 |
CHRISTOPHER RUTON5 years Service code 30 · EIN 22-6289939 | Employee (plan) | $29,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,287 | $33,018+270.4% | $77,113+58.6% | $78,104+56.6% |
| Participation rate | 100.0% | 38.5%+61.5pp | 67.9%+32.1pp | 74.5%+25.5pp |
| Annual return | -4.54% | -7.47%+2.9pp | 42.37%-46.9pp | 10.90%-15.4pp |
| Employer contribution / active EE | $6,488 | $987+557.5% | $2,815+130.5% | $3,128+107.5% |
| Participant deferral / active EE | $0 | $2,365-100.0% | $4,430-100.0% | $5,089-100.0% |
| Admin fee / account holder | $311 | $108+186.6% | $5,445-94.3% | $79+293.4% |