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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROOFERS LOCAL 33 ADMIN FD Service code 14 · EIN 04-2628775 53 EVANS DRIVE · STOUGHTON, MA 02072 | Plan Administrator | $222,464 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 51 · EIN 20-1325746 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Mgmt Fees | $77,953 |
MANZI & ASSOCIATES, LLC1 year Filed as: MANZI & ASSOCIATES LLC Service code 10 · EIN 04-3508036 | Accounting | $27,500 |
Filed as: CAMPANA, SARZA & TATEWOSIAN LLP Service code 10 · EIN 05-0392492 | Accounting | $26,350 |
THE SEGAL COMPANY2 years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $13,125 |
KRAKOW & SOURIS9+ years Service code 29 · EIN 04-3363718 | Legal | $10,750 |
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 | $129,807 | $241,850-46.3% | $102,412+26.7% | $199,960-35.1% |
| Participation rate | 70.3% | 78.3%-8.0pp | 74.5%-4.2pp | 72.0%-1.7pp |
| Annual return | 22.40% | 17.67%+4.7pp | 24.94%-2.5pp | 34.28%-11.9pp |
| Employer contribution / active EE | $7,892 | $4,253+85.6% | $3,870+103.9% | $3,036+160.0% |
| Participant deferral / active EE | $3,189 | $3,961-19.5% | $5,060-37.0% | $5,087-37.3% |
| Admin fee / account holder | $427 | $288+48.2% | $8,388-94.9% | $269+58.5% |