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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU10+ years Service code 49 · EIN 13-1215130 | Other Services | $192,810 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $133,317 |
LOCAL 1102 RWDSU10+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $105,094 |
ROTHMAN, ROCCO, LARUFFA, LLP7 years Service code 29 · EIN 47-5401457 | Legal | $26,300 |
CITRIN COOPERMAN1 year Filed as: CITRON COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $20,639 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,329 | $31,741-64.3% | $56,025-79.8% | $200,096-94.3% |
| Participation rate | 65.0% | 32.3%+32.7pp | 52.5%+12.5pp | 72.0%-7.0pp |
| Annual return | 7.29% | 14.72%-7.4pp | 1712.69%-1705.4pp | 34.26%-27.0pp |
| Employer contribution / active EE | $834 | $508+64.3% | $1,042-19.9% | $3,038-72.5% |
| Participant deferral / active EE | $418 | $1,184-64.7% | $1,955-78.6% | $5,090-91.8% |
| Admin fee / account holder | $258 | $426-39.4% | $2,828-90.9% | $269-4.0% |