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| Provider | Service type | Compensation |
|---|---|---|
SMW LOCAL 112 WELFARE FUND1+ years Filed as: SMW LOCAL 224 WELFARE PLAN Service code 13 · EIN 31-6171353 | Contract Administrator | $118,666 |
Filed as: STRATEGIC CAPITAL INV ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $98,784 |
NATIONAL INVESTMENT SERVICES1+ years Service code 28 · EIN 80-0169636 | Investment Management | $33,795 |
CUNI, RUST & STRENK1+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 | Actuarial | $26,750 |
Filed as: ARTHUR J GALLAGHER Service code 22 · EIN 36-2481781 | Insurance Broker | $25,416 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB ALLEGIANA REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $24,107 |
PNC BANK, N.A.1+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 · EIN 22-1146430 | Securities Custodian | $17,800 |
ASCENSUS LLC1+ years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $17,647 |
SWORDS & WILLIAMS1+ years Service code 10 · EIN 31-1116327 | Accounting | $14,700 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 17 · EIN 25-2156428 | Pension Consulting | $14,596 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 0.99% | 0.68%+0.3pp | -1.61%+2.6pp | -0.60%+1.6pp |
| Employer contribution / active EE | $12,162 | $10,568+15.1% | $30,840-60.6% | $12,272-0.9% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |