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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 36 OPERATING ACCOUNT10+ years Service code 13 · EIN 23-2105239 | Contract Administrator | $619,056 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 28 · EIN 13-4994650 | Investment Management | $213,566 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $162,580 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $87,016 |
Service code 11 · EIN 31-1582098 | Actuarial | $84,735 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $79,852 |
MEKETA INVESTMENT GROUP6 years Service code 28 · EIN 04-2659023 | Investment Management | $65,077 |
SPEAR WILDERMAN10+ years Filed as: SPEAR WILDERMAN P.C. Service code 29 · EIN 23-2749511 | Legal | $52,898 |
STEVENS & LEE10+ years Filed as: STEVENS & LEE P.C. Service code 29 · EIN 23-1886296 | Legal | $50,370 |
SARAH PADGETT2 years Filed as: SARAH MILLINGHOUSEN Service code 30 · EIN 23-6546776 | Direct payment from the plan; Employe... | $41,064 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 8.12% | 9.30%-1.2pp | 7.19%+0.9pp | 9.30%-1.2pp |
| Employer contribution / active EE | $5,693 | $12,551-54.6% | $35,958-84.2% | $12,551-54.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $162-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |