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| Provider | Service type | Compensation |
|---|---|---|
USW INDUSTRY 401(K) PLAN3 years Filed as: USW DISTRICT 10 LOCAL 286 UNION Service code 14 · EIN 23-0724665 | Plan Administrator | $471,433 |
Service code 28 · EIN 34-1922005 | Investment Management | $122,568 |
CARLO SIMONE III10+ years Service code 30 · EIN 23-0724665 | Recordkeeping fees; Other fees; Emplo... | $99,274 |
Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 28 · EIN 36-4776242 | Investment Management | $70,575 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 28 · EIN 58-2432390 | Investment Management | $50,000 |
SOBOL LAW GROUP P.C.6 years Service code 29 · EIN 36-4509261 | Legal | $32,000 |
SPEAR WILDERMAN10+ years Filed as: SPEAR WILDERMAN, P.C. Service code 29 · EIN 23-2749511 | Legal | $32,000 |
GREAT LAKES ADVISORS, LLC9 years Service code 28 · EIN 80-0292839 | Investment Management | $28,467 |
WEDGE CAPITAL MANAGEMENT9 years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $27,938 |
Filed as: CBIZ, INC. Service code 11 · EIN 22-2769024 | Actuarial | $23,575 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $93,040-100.0% | $148,078-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 43.7%-43.7pp |
| Annual return | 8.76% | 3.77%+5.0pp | 6.70%+2.1pp | 13.05%-4.3pp |
| Employer contribution / active EE | $0 | $35,643-100.0% | $25,177-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $31,365-100.0% |