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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROTHCHILD & CO ASSET MANAGEMENT Service code 28 · EIN 13-2544634 | Investment Management | $280,742 |
Service code 28 · EIN 13-3257590 | Investment Management | $157,862 |
LOCAL 68 ENG UNION WELFARE FD4+ years Filed as: LOCAL 68 ENG UNION WELFARE FUND Service code 13 · EIN 22-1550500 | Contract Administrator | $126,231 |
Filed as: CHARTWELL INVESTMENT PTRS Service code 28 · EIN 36-4776242 | Investment Management | $120,752 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $112,500 |
LOCAL 68 ENG UNION EDUCATION FD4+ years Service code 13 · EIN 22-6066637 | Contract Administrator | $86,500 |
ORANSKY SCARAGGI & BORG P.C.4+ years Service code 29 · EIN 22-3522685 | Legal | $46,277 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST CO Service code 28 · EIN 36-1561860 | Investment Management | $45,119 |
WEDGE CAPITAL MANAGEMENT2 years Filed as: WEDGE CAPITAL MGMT LLP Service code 28 · EIN 56-1557450 | Investment Management | $43,129 |
WASILEWSKI & KEATING PC4+ years Service code 10 · EIN 22-2676761 | Accounting | $34,204 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $192,455-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 5.73% | 21.83%-16.1pp | 50.81%-45.1pp | 21.83%-16.1pp |
| Employer contribution / active EE | $9,728 | $12,237-20.5% | $42,739-77.2% | $12,237-20.5% |
| Participant deferral / active EE | $0 | $987-100.0% | $90-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,268-100.0% | $1,551,325-100.0% |