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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-3257590 | Investment Management | $290,377 |
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES ADVISORS LLC Service code 28 · EIN 80-0292839 | Investment Management | $204,076 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $140,000 |
LOCAL 68 ENG UNION WELFARE FD8+ years Filed as: LOCAL 68 ENG UNION WELFARE FUND Service code 13 · EIN 22-1550500 | Contract Administrator | $136,938 |
LOCAL 68 ENG UNION EDUCATION FD8+ years Service code 13 · EIN 22-6066637 | Contract Administrator | $105,336 |
Filed as: CHARTWELL INVESTMENT PTRS Service code 28 · EIN 36-4776242 | Investment Management | $70,344 |
SUMMIT FINANCIAL CORPORATION4 years Filed as: SUMMIT ACTUARIAL SERVICES LLC Service code 11 720 EAST MAIN ST. · MOORESTOWN, NJ 08057 | Actuarial | $43,875 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST CO Service code 28 · EIN 36-1561860 | Investment Management | $38,864 |
COMERICA BANK7 years Service code 19 · EIN 42-1741646 | Securities Custodian | $35,908 |
MSPC1 year Service code 10 · EIN 22-2951202 | Accounting | $30,000 |
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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 | $13,363-100.0% | $337,745-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 44.1%-44.1pp | 2.2%-2.2pp |
| Annual return | 3.75% | 9.11%-5.4pp | 9.57%-5.8pp | 9.11%-5.4pp |
| Employer contribution / active EE | $12,847 | $12,231+5.0% | $39,814-67.7% | $12,231+5.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $46-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $352,588-100.0% | $125-100.0% |