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| Provider | Service type | Compensation |
|---|---|---|
IUPAT DC21 WELFARE FUND7+ years Service code 14 · EIN 23-1341665 | Plan Administrator | $359,827 |
BLACKSTONE7+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MGT LP Service code 28 · EIN 13-3702086 | Investment Management | $157,780 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC WEALTH MGMT/COURTNEY CONSULTING Service code 27 · EIN 41-1416330 | Advisory (Plan) | $122,339 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC Service code 15 · EIN 23-2182079 | Recordkeeping | $77,419 |
BANNER RIDGE PARTNERS LP1 year Service code 28 641 LEXINGTON AVENUE, 18TH FLOOR · NEW YORK, NY 10022 | Investment Management | $76,233 |
BIRCH RUN INVESTMENTS, LLC6 years Service code 28 · EIN 81-4642617 | Investment Management | $64,318 |
SIGULER GUFF ADVISERS, LLC2 years Filed as: SIGULAR GUFF ADVISERS, LLC Service code 28 · EIN 13-3855629 | Investment Management | $61,961 |
NOVAK FRANCELLA LLC7+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $61,448 |
Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 28 · EIN 36-4776242 | Investment Management | $55,660 |
HIGHLAND CONSULTING ASSOCIATES7+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $47,999 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,343 | $76,774-55.3% | $112,263-69.4% | $77,906-55.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -7.96% | -10.25%+2.3pp | 27.49%-35.5pp | 12.16%-20.1pp |
| Employer contribution / active EE | $2,538 | $3,977-36.2% | $3,636-30.2% | $2,846-10.8% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $248 | $239+3.9% | $6,410-96.1% | $133+87.2% |