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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU11+ years Service code 49 · EIN 13-1215130 | Other Services | $193,371 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $138,613 |
LOCAL 1102 RWDSU11+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $112,203 |
ROTHMAN, ROCCO, LARUFFA, LLP8 years Service code 29 · EIN 47-5401457 | Legal | $27,572 |
Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 1501 BROADWAY, SUITE 1728 · NEW YORK, NY 10036 | Actuarial | $22,500 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $19,000 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, LLC Service code 15 · EIN 52-1796473 | Recordkeeping | $7,706 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $13,021 | $100,573-87.1% | $53,647-75.7% | $100,573-87.1% |
| Participation rate | 75.0% | 70.9%+4.1pp | 56.3%+18.8pp | 70.9%+4.1pp |
| Annual return | 11.27% | 18.89%-7.6pp | 358.33%-347.1pp | 18.89%-7.6pp |
| Employer contribution / active EE | $993 | $3,763-73.6% | $962+3.2% | $3,763-73.6% |
| Participant deferral / active EE | $506 | $4,921-89.7% | $1,813-72.1% | $4,921-89.7% |
| Admin fee / account holder | $301 | $454-33.7% | $2,460-87.8% | $454-33.7% |