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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 36 OPERATING ACCOUNT9+ years Service code 13 · EIN 23-2105239 | Contract Administrator | $607,086 |
Service code 11 · EIN 31-1582098 | Actuarial | $69,513 |
FIDUCIARY MANAGEMENT, INC.9+ years Service code 51 · EIN 39-1346018 | Investment Mgmt Fees | $64,777 |
MEKETA INVESTMENT GROUP5 years Service code 28 · EIN 04-2659023 | Investment Management | $62,876 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $58,984 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $58,785 |
SPEAR WILDERMAN9+ years Filed as: SPEAR WILDERMAN P.C. Service code 29 · EIN 23-2749511 | Legal | $49,887 |
STEVENS & LEE9+ years Filed as: STEVENS & LEE P.C. Service code 29 · EIN 23-1886296 | Legal | $48,594 |
PNC BANK, N.A.9+ years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $44,597 |
BLUEWATER ASSET MANAGEMENT9+ years Filed as: BLUEWATER CONSULTING GROUP Service code 15 1100 E. HECTOR ST. SUITE 315 · CONSHOHOCKEN, PA 19428 | Recordkeeping | $39,019 |
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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 | $13,363-100.0% | $337,745-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 44.1%-44.1pp | 2.2%-2.2pp |
| Annual return | 10.93% | 9.11%+1.8pp | 9.57%+1.4pp | 9.11%+1.8pp |
| Employer contribution / active EE | $2,900 | $12,231-76.3% | $39,758-92.7% | $12,231-76.3% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $45-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $352,588-100.0% | $125-100.0% |