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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 36 OPERATING ACCOUNT4+ years Service code 13 · EIN 23-2105239 | Contract Administrator | $646,870 |
MARIA GRILLO4+ years Service code 30 · EIN 23-6546776 | Employee (plan); Direct payment from ... | $118,720 |
FIDUCIARY MANAGEMENT, INC.4+ years Service code 51 · EIN 39-1346018 | Investment Mgmt Fees | $105,045 |
DENISE LUKASZEWSKI4+ years Filed as: DENISE KITZINGER Service code 30 · EIN 23-6546776 | Employee (plan); Direct payment from ... | $83,064 |
SPEAR WILDERMAN4+ years Filed as: SPEAR WILDERMAN P.C. Service code 29 · EIN 23-2749511 | Legal | $82,212 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $81,025 |
STEVENS & LEE4+ years Filed as: STEVENS & LEE P.C. Service code 29 · EIN 23-1886296 | Legal | $62,888 |
Service code 11 · EIN 31-1582098 | Actuarial | $57,756 |
PUBLIC FINANCIAL MANAGMENT INC4+ years Service code 28 · EIN 23-1992164 | Investment Management | $50,625 |
CYNTHIA JONES-BROOKS4+ years Filed as: CYNTHIA LEAHY Service code 30 · EIN 23-6546776 | Employee (plan) | $48,986 |
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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 | $21,578,776-100.0% | $157,995-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.3%-41.3pp | 0.0%0pp |
| Annual return | -3.20% | 33.37%-36.6pp | 83.75%-86.9pp | 33.37%-36.6pp |
| Employer contribution / active EE | $2,465 | $11,253-78.1% | $41,592-94.1% | $11,253-78.1% |
| Participant deferral / active EE | $0 | $819-100.0% | $77-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $678-100.0% | $99,113-100.0% |