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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-3257590 | Investment Management | $278,867 |
Filed as: INVESTMENT PERFORMANCE SVCS LLC Service code 16 · EIN 58-2432390 | Consulting | $267,500 |
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $245,922 |
LOCAL 68 ENG UNION WELFARE FD9+ years Service code 13 · EIN 22-1550500 | Contract Administrator | $165,559 |
Filed as: CHARTWELL INVESTMENT PTRS Service code 28 · EIN 36-4776242 | Investment Management | $163,208 |
WEDGE CAPITAL MANAGEMENT7 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $151,306 |
LOCAL 68 ENG UNION EDUCATION FD9+ years Service code 13 · EIN 22-6066637 | Contract Administrator | $132,839 |
NORTHERN TRUST COMPANY7 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $68,178 |
COMERICA BANK8 years Service code 19 · EIN 42-1741646 | Securities Custodian | $48,428 |
Service code 15 3000 S. LENOLA RD · MAPLE SHADE, NJ 08052 | Recordkeeping | $37,905 |
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 | $134,436 | $41,039+227.6% | $85,240+57.7% | $99,313+35.4% |
| Participation rate | 100.0% | 34.4%+65.6pp | 67.5%+32.5pp | 71.7%+28.3pp |
| Annual return | 8.54% | 17.44%-8.9pp | 66.75%-58.2pp | 17.67%-9.1pp |
| Employer contribution / active EE | $7,058 | $1,106+538.2% | $2,735+158.0% | $3,264+116.2% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $4,527-100.0% | $5,346-100.0% |
| Admin fee / account holder | $247 | $177+39.4% | $6,165-96.0% | $109+126.0% |