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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU4+ years Filed as: LOCAL 2 Service code 12 · EIN 11-2450206 | Employee (plan); Recordkeeping and in... | $219,318 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: J.P. MORGAN SECURITIES, LLC Service code 28 · EIN 11-2623070 | Investment Management | $41,333 |
CORPORATE RETIREMENT SERVICES4+ years Filed as: CORPORATE RETIREMENT SERVICES, INC. Service code 64 · EIN 22-3507738 | Recordkeeping Fees | $32,002 |
Filed as: BARNES, ICCARINO & SHEPHERD LLP Service code 29 · EIN 11-2450206 | Legal | $30,000 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $18,500 |
MINSKY & COTTONE', CPA2 years Filed as: MINSKY & COTTONE, CPA'S PC Service code 10 · EIN 11-3223712 | Accounting | $10,200 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $9,379 | $43,999-78.7% | $79,466-88.2% | $55,725-83.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | -7.32% | 1.81%-9.1pp | 718.28%-725.6pp | 244.93%-252.2pp |
| Employer contribution / active EE | $1,362 | $1,830-25.5% | $2,800-51.4% | $2,078-34.5% |
| Participant deferral / active EE | $1,315 | $2,538-48.2% | $3,704-64.5% | $3,356-60.8% |
| Admin fee / account holder | $393 | $118+234.3% | $5,104-92.3% | $115+241.2% |