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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-3257590 | Investment Management | $368,776 |
Filed as: GREAT LAKES ADVISORS LLC Service code 28 · EIN 80-0292839 | Investment Management | $265,458 |
LOCAL 68 ENG UNION WELFARE FD7+ years Filed as: LOCAL 68 ENG UNION WELFARE FUND Service code 13 · EIN 22-1550500 | Contract Administrator | $139,760 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $112,500 |
LOCAL 68 ENG UNION EDUCATION FD7+ years Service code 13 · EIN 22-6066637 | Contract Administrator | $101,857 |
Filed as: CHARTWELL INVESTMENT PTRS Service code 28 · EIN 36-4776242 | Investment Management | $95,788 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST CO Service code 28 · EIN 36-1561860 | Investment Management | $46,525 |
WASILEWSKI & KEATING PC7+ years Service code 10 · EIN 22-2676761 | Accounting | $40,594 |
WEDGE CAPITAL MANAGEMENT5 years Filed as: WEDGE CAPITAL MGMT LLP Service code 28 · EIN 56-1557450 | Investment Management | $35,966 |
COMERICA BANK6 years Service code 19 · EIN 42-1741646 | Securities Custodian | $35,282 |
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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 | $2,456,633-100.0% | $104,068-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 52.6%-52.6pp | 1.5%-1.5pp |
| Annual return | -6.87% | 23.41%-30.3pp | -10.12%+3.2pp | 23.41%-30.3pp |
| Employer contribution / active EE | $12,119 | $12,650-4.2% | $47,166-74.3% | $12,650-4.2% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $492-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $4,025-100.0% | $14,884-100.0% |