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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU1+ years Filed as: LOCAL 2 Service code 12 · EIN 11-2450206 | Employee (plan); Claims processing; P... | $226,836 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES, LLC Service code 28 · EIN 11-2623070 | Investment Management | $36,452 |
CORPORATE RETIREMENT SERVICES1+ years Filed as: CORPORATE RETIREMENT SERVICES, INC. Service code 64 · EIN 22-3507738 | Recordkeeping Fees | $36,250 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Service code 29 · EIN 11-2450206 | Legal | $27,400 |
MINSKY & COTTONE', CPA1+ years Filed as: MINSKY & COTTONE, CPA'S, PC Service code 10 · EIN 11-3223712 | Accounting | $23,100 |
Filed as: STREIKER, GREENAPPLE & CROSCUT, P.C Service code 29 · EIN 23-2483825 | Legal | $2,250 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,488 | $38,925-75.6% | $73,836-87.2% | $55,191-82.8% |
| Participation rate | 100.0% | 66.0%+34.0pp | 73.4%+26.6pp | 69.2%+30.8pp |
| Annual return | -4.68% | 6.31%-11.0pp | 2268.06%-2272.7pp | 10.78%-15.5pp |
| Employer contribution / active EE | $1,212 | $1,695-28.5% | $2,787-56.5% | $1,899-36.2% |
| Participant deferral / active EE | $1,139 | $2,351-51.5% | $3,583-68.2% | $3,046-62.6% |
| Admin fee / account holder | $410 | $83+395.3% | $4,882-91.6% | $91+352.1% |