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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT2 years Filed as: ROTHCHILD & CO ASSET MANAGEMENT Service code 28 · EIN 13-2544634 | Investment Management | $240,643 |
Service code 28 · EIN 13-3257590 | Investment Management | $222,193 |
LOCAL 68 ENG UNION WELFARE FD5+ years Filed as: LOCAL 68 ENG UNION WELFARE FUND Service code 13 · EIN 22-1550500 | Contract Administrator | $129,939 |
Filed as: CHARTWELL INVESTMENT PTRS Service code 28 · EIN 36-4776242 | Investment Management | $116,970 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $112,500 |
LOCAL 68 ENG UNION EDUCATION FD5+ years Service code 13 · EIN 22-6066637 | Contract Administrator | $90,290 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST CO Service code 28 · EIN 36-1561860 | Investment Management | $47,106 |
WEDGE CAPITAL MANAGEMENT3 years Filed as: WEDGE CAPITAL MGMT LLP Service code 28 · EIN 56-1557450 | Investment Management | $34,008 |
COMERICA BANK4 years Service code 19 · EIN 42-1741646 | Securities Custodian | $33,357 |
WASILEWSKI & KEATING PC5+ years Service code 10 · EIN 22-2676761 | Accounting | $32,000 |
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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 | $0 | $229,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.3%-27.3pp | 0.0%0pp |
| Annual return | 3.15% | 12.86%-9.7pp | 7.48%-4.3pp | 12.86%-9.7pp |
| Employer contribution / active EE | $10,762 | $13,687-21.4% | $39,603-72.8% | $13,687-21.4% |
| Participant deferral / active EE | $0 | $833-100.0% | $172-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,197-100.0% | - |