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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-3257590 | Investment Management | $282,933 |
ROTHSCHILD ASSET MANAGEMENT3 years Filed as: ROTHCHILD & CO ASSET MANAGEMENT Service code 28 · EIN 13-2544634 | Investment Management | $176,884 |
LOCAL 68 ENG UNION WELFARE FD6+ years Filed as: LOCAL 68 ENG UNION WELFARE FUND Service code 13 · EIN 22-1550500 | Contract Administrator | $131,244 |
Filed as: CHARTWELL INVESTMENT PTRS Service code 28 · EIN 36-4776242 | Investment Management | $117,255 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $112,500 |
LOCAL 68 ENG UNION EDUCATION FD6+ years Service code 13 · EIN 22-6066637 | Contract Administrator | $92,325 |
WEDGE CAPITAL MANAGEMENT4 years Filed as: WEDGE CAPITAL MGMT LLP Service code 28 · EIN 56-1557450 | Investment Management | $46,642 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST CO Service code 28 · EIN 36-1561860 | Investment Management | $45,280 |
WASILEWSKI & KEATING PC6+ years Service code 10 · EIN 22-2676761 | Accounting | $40,813 |
SUMMIT FINANCIAL CORPORATION2 years Filed as: SUMMIT ACTUARIAL SERVICES LLC Service code 11 115 N. CHURCH ST · MOORESTOWN, NJ 08057 | Actuarial | $36,250 |
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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 | $444,552-100.0% | $202,277-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 30.0%-30.0pp | 3.7%-3.7pp |
| Annual return | 25.10% | 15.63%+9.5pp | 8.88%+16.2pp | 15.63%+9.5pp |
| Employer contribution / active EE | $11,967 | $11,476+4.3% | $42,607-71.9% | $11,476+4.3% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $94-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $2,086-100.0% | $429-100.0% |