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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 36 OPERATING ACCOUNT2+ years Service code 13 · EIN 23-2105239 | Contract Administrator | $665,721 |
BLUEWATER ASSET MANAGEMENT2+ years Filed as: BLUEWATER CONSULTING GROUP Service code 15 1100 E. HECTOR ST. SUITE 315 · CONSHOHOCKEN, PA 19428 | Recordkeeping | $128,119 |
Service code 11 · EIN 31-1582098 | Actuarial | $98,746 |
FIDUCIARY MANAGEMENT, INC.2+ years Service code 28 · EIN 39-1346018 | Investment Management | $94,116 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $63,843 |
PUBLIC FINANCIAL MANAGMENT INC2+ years Service code 28 · EIN 23-1992164 | Investment Management | $53,457 |
DENISE LUKASZEWSKI2+ years Filed as: DENISE KITZINGER Service code 30 · EIN 23-6546776 | Direct payment from the plan; Employe... | $51,672 |
SPEAR WILDERMAN2+ years Filed as: SPEAR WILDERMAN P.C. Service code 29 · EIN 23-2749511 | Legal | $48,448 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 19 · EIN 23-0434340 | Securities Custodian | $42,553 |
Filed as: JOHN J. RONGIONE Service code 30 · EIN 23-6546776 | Employee (plan); Direct payment from ... | $42,302 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $176,816-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.2%-39.2pp | 0.0%0pp |
| Annual return | 6.85% | 9.19%-2.3pp | 2.89%+4.0pp | 9.19%-2.3pp |
| Employer contribution / active EE | $3,378 | $12,608-73.2% | $39,831-91.5% | $12,608-73.2% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $99-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $478-100.0% | $2,655,710-100.0% |