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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-3257590 | Investment Management | $337,877 |
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $337,058 |
Filed as: CHARTWELL INVESTMENT PTRS Service code 28 · EIN 36-4776242 | Investment Management | $297,064 |
Filed as: INVESTMENT PERFORMANCE SVCS LLC Service code 16 · EIN 58-2432390 | Consulting | $267,500 |
LOCAL 68 ENG UNION WELFARE FD8+ years Service code 13 · EIN 22-1550500 | Contract Administrator | $156,046 |
WEDGE CAPITAL MANAGEMENT6 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $131,354 |
LOCAL 68 ENG UNION EDUCATION FD8+ years Service code 13 · EIN 22-6066637 | Contract Administrator | $120,035 |
COMERICA BANK7 years Service code 19 · EIN 42-1741646 | Securities Custodian | $77,558 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $62,145 |
CHRISTOPHER RUTON6 years Service code 30 · EIN 22-6289939 | Employee (plan) | $29,012 |
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 | $131,964 | $36,489+261.7% | $80,669+63.6% | $103,657+27.3% |
| Participation rate | 100.0% | 39.1%+60.9pp | 67.0%+33.0pp | 73.4%+26.6pp |
| Annual return | 4.16% | 64.53%-60.4pp | 937.61%-933.4pp | 33.13%-29.0pp |
| Employer contribution / active EE | $7,012 | $1,018+588.9% | $2,724+157.5% | $3,216+118.1% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $4,444-100.0% | $5,218-100.0% |
| Admin fee / account holder | $253 | $479-47.2% | $5,384-95.3% | $114+121.5% |