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| Provider | Service type | Compensation |
|---|---|---|
LOACAL UNION NO. 511 year Service code 14 · EIN 05-0504791 | Plan Administrator | $334,400 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $70,130 |
WARD FISHER & COMPANY1 year Filed as: WARD, FISHER & COMPANY LLP Service code 10 · EIN 05-0234540 | Accounting | $68,000 |
Service code 14 · EIN 52-1590516 | Plan Administrator | $50,217 |
RODIO & URSILLO5 years Service code 29 · EIN 05-0398359 | Legal | $24,000 |
ROBERT CHEVERIE5 years Filed as: ROBERT CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 | Legal | $10,200 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,689 | $118,337-29.3% | $189,513-55.8% | $93,030-10.0% |
| Participation rate | 60.7% | 89.1%-28.4pp | 87.8%-27.1pp | 73.9%-13.2pp |
| Annual return | 12.31% | 21.77%-9.5pp | 555.15%-542.8pp | 158.70%-146.4pp |
| Employer contribution / active EE | $2,967 | $4,204-29.4% | $6,162-51.8% | $2,706+9.7% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,221-100.0% | $4,562-100.0% |
| Admin fee / account holder | $477 | $100+379.1% | $12,045-96.0% | $152+214.8% |