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| Provider | Service type | Compensation |
|---|---|---|
IUPAT DC21 WELFARE FUND9+ years Service code 14 · EIN 23-1341665 | Plan Administrator | $333,852 |
BANNER RIDGE PARTNERS LP3 years Service code 28 641 LEXINGTON AVENUE, 18TH FLOOR · NEW YORK, NY 10022 | Investment Management | $210,745 |
SIGULER GUFF ADVISERS, LLC4 years Filed as: SIGULAR GUFF ADVISERS, LLC Service code 28 · EIN 13-3855629 | Investment Management | $157,102 |
RBC WEALTH MANAGEMENT7 years Filed as: RBC WEALTH MGMT/COURTNEY CONSULTING Service code 27 · EIN 41-1416330 | Advisory (Plan) | $125,311 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $87,938 |
Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 28 · EIN 36-4776242 | Investment Management | $69,568 |
BIRCH RUN INVESTMENTS, LLC8 years Service code 28 · EIN 81-4642617 | Investment Management | $66,233 |
HIGHLAND CONSULTING ASSOCIATES9+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $65,602 |
NOVAK FRANCELLA LLC9+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $61,132 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1520346 | Securities Custodian | $46,058 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,621 | $241,850-83.2% | $102,412-60.3% | $199,960-79.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 12.60% | 17.67%-5.1pp | 24.94%-12.3pp | 34.28%-21.7pp |
| Employer contribution / active EE | $2,617 | $4,253-38.5% | $3,870-32.4% | $3,036-13.8% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,087-100.0% |
| Admin fee / account holder | $257 | $288-10.9% | $8,388-96.9% | $269-4.6% |