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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $41,893 |
Service code 13 · EIN 23-7293087 | Contract Administrator | $20,819 |
MCSOLEY MCCOY & CO1 year Filed as: MCSOLEY, MCCOY & CO., CPA'S Service code 10 · EIN 03-0327374 | Accounting | $7,350 |
LOCAL 693 BUSINESS OFFICE6+ years Service code 50 · EIN 03-0210219 | Direct Payment | $5,830 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,552 | $78,275-7.3% | $109,188-33.6% | $86,821-16.4% |
| Participation rate | 83.9% | 73.8%+10.0pp | 75.9%+8.0pp | 72.3%+11.6pp |
| Annual return | 30.10% | 19.14%+11.0pp | 25.76%+4.3pp | 97.94%-67.8pp |
| Employer contribution / active EE | $1,116 | $3,105-64.0% | $3,723-70.0% | $2,406-53.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $354 | $198+78.4% | $6,755-94.8% | $170+108.8% |