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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $211,381 |
LOCAL 68 ENG UNION WELFARE FD2+ years Filed as: LOCAL 68 ENG UNION WELFARE FUND Service code 13 · EIN 22-1550500 | Contract Administrator | $193,614 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 15 | Recordkeeping | $56,250 |
ORANSKY SCARAGGI & BORG P.C.2+ years Service code 29 · EIN 22-3522685 | Legal | $48,526 |
COMERICA BANK1 year Service code 19 | Securities Custodian | $38,463 |
WASILEWSKI & KEATING PC2+ years Service code 10 · EIN 22-2676761 | Accounting | $36,133 |
RELIANCE TRUST COMPANY2+ years Service code 15 · EIN 58-1428634 | Recordkeeping | $33,698 |
DERYDER PLANS2+ years Filed as: DERYDER PLANS INC Service code 11 · EIN 22-3082451 | Actuarial | $32,500 |
BENESYS, INC.2+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $14,774 |
LOCAL 68 ENG UNION EDUCATION FD2+ years Service code 13 · EIN 22-6066637 | Contract Administrator | $10,441 |
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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 | $0 | $186,737-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.3%-31.3pp | 0.0%0pp |
| Annual return | 10.55% | 17.84%-7.3pp | 7.90%+2.7pp | 17.84%-7.3pp |
| Employer contribution / active EE | $7,594 | $14,688-48.3% | $41,695-81.8% | $14,688-48.3% |
| Participant deferral / active EE | $0 | $770-100.0% | $47-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $811-100.0% | - |