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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 68 ENG UNION WELFARE FD3+ years Filed as: LOCAL 68 ENG UNION WELFARE FUND Service code 13 · EIN 22-1550500 | Contract Administrator | $173,158 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $112,500 |
Service code 28 · EIN 13-3257590 | Investment Management | $106,200 |
Filed as: CHARTWELL INVESTMENT PTRS Service code 28 · EIN 36-4776242 | Investment Management | $72,515 |
WEDGEWOOD PARTNERS INC1 year Filed as: WEDGEWOOD PARTNERS Service code 28 9909 CLAYTON RD · ST. LOUIS, MO 63124 | Investment Management | $62,557 |
WASILEWSKI & KEATING PC3+ years Service code 10 · EIN 22-2676761 | Accounting | $33,438 |
DERYDER PLANS3+ years Filed as: DERYDER PLANS INC Service code 11 · EIN 22-3082451 | Actuarial | $33,000 |
ORANSKY SCARAGGI & BORG P.C.3+ years Service code 29 · EIN 22-3522685 | Legal | $32,770 |
COMERICA BANK2 years Service code 72 · EIN 42-1741646 | Other investment fees and expenses | $30,648 |
LOCAL 68 ENG UNION EDUCATION FD3+ years Service code 13 · EIN 22-6066637 | Contract Administrator | $30,610 |
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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 | $21,578,776-100.0% | $157,995-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.3%-41.3pp | 0.0%0pp |
| Annual return | 9.81% | 33.37%-23.6pp | 83.75%-73.9pp | 33.37%-23.6pp |
| Employer contribution / active EE | $8,081 | $11,253-28.2% | $41,592-80.6% | $11,253-28.2% |
| Participant deferral / active EE | $0 | $819-100.0% | $77-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $678-100.0% | $99,113-100.0% |