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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-3257590 | Investment Management | $252,261 |
LOCAL 68 ENG UNION WELFARE FD9+ years Filed as: LOCAL 68 ENG UNION WELFARE FUND Service code 13 · EIN 22-1550500 | Contract Administrator | $145,286 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $140,000 |
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES ADVISORS LLC Service code 28 · EIN 80-0292839 | Investment Management | $137,461 |
LOCAL 68 ENG UNION EDUCATION FD9+ years Service code 13 · EIN 22-6066637 | Contract Administrator | $116,574 |
NORTHERN TRUST COMPANY7 years Filed as: THE NORTHERN TRUST CO Service code 28 · EIN 36-1561860 | Investment Management | $41,187 |
WEDGE CAPITAL MANAGEMENT7 years Filed as: WEDGE CAPITAL MGMT LLP Service code 28 · EIN 56-1557450 | Investment Management | $36,460 |
SUMMIT FINANCIAL CORPORATION5 years Filed as: SUMMIT ACTUARIAL SERVICES LLC Service code 11 720 EAST MAIN ST. · MOORESTOWN, NJ 08057 | Actuarial | $35,250 |
Service code 15 3000 S. LENOLA RD · MAPLE SHADE, NJ 08052 | Recordkeeping | $33,526 |
Filed as: CHARTWELL INVESTMENT PTRS Service code 28 · EIN 36-4776242 | Investment Management | $32,371 |
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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 | $0 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 7.69% | 9.30%-1.6pp | 7.19%+0.5pp | 9.30%-1.6pp |
| Employer contribution / active EE | $13,775 | $12,551+9.8% | $35,958-61.7% | $12,551+9.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $162-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |