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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 36 OPERATING ACCOUNT8+ years Service code 13 · EIN 23-2105239 | Contract Administrator | $557,028 |
MARIA GRILLO8+ years Service code 30 · EIN 23-6546776 | Employee (plan); Direct payment from ... | $129,722 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $117,387 |
FIDUCIARY MANAGEMENT, INC.8+ years Service code 51 · EIN 39-1346018 | Investment Mgmt Fees | $74,798 |
NOVAK FRANCELLA LLC8+ years Service code 10 · EIN 61-1436956 | Accounting | $67,568 |
Service code 11 · EIN 31-1582098 | Actuarial | $66,300 |
MEKETA INVESTMENT GROUP4 years Service code 28 · EIN 04-2659023 | Investment Management | $61,282 |
SPEAR WILDERMAN8+ years Filed as: SPEAR WILDERMAN P.C. Service code 29 · EIN 23-2749511 | Legal | $55,142 |
Filed as: JP MORGAN Service code 28 · EIN 13-4994650 | Investment Management | $51,631 |
BASYS8+ years Filed as: BASYS SYSTEMS Service code 15 · EIN 52-1796473 | Recordkeeping | $48,897 |
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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 | $2,456,633-100.0% | $104,068-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 52.6%-52.6pp | 1.5%-1.5pp |
| Annual return | -14.16% | 23.41%-37.6pp | -10.12%-4.0pp | 23.41%-37.6pp |
| Employer contribution / active EE | $2,805 | $12,650-77.8% | $47,166-94.1% | $12,650-77.8% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $492-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $4,025-100.0% | $14,884-100.0% |