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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 693 BUSINESS OFFICE1+ years Service code 15 · EIN 03-0210219 | Recordkeeping | $12,300 |
MCSOLEY MCCOY & CO1+ years Filed as: MCSOLEY MCCOY & CO., CPA'S Service code 10 · EIN 03-0327374 | Accounting | $5,700 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,451 | $52,884-10.3% | $84,753-44.0% | $55,167-14.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | -4.15% | 18.03%-22.2pp | 22.78%-26.9pp | 169.23%-173.4pp |
| Employer contribution / active EE | $3,634 | $2,233+62.7% | $3,574+1.7% | $1,963+85.2% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $93 | $581-84.0% | $5,333-98.3% | $504-81.5% |