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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU2+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $131,633 |
LOCAL 1102 RWDSU2+ years Service code 49 · EIN 13-1215130 | Other Services | $62,002 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,448 |
Filed as: ROTHMAN ROCCO LARUFFA, LLP Service code 29 · EIN 47-5401457 | Legal | $22,357 |
BERDON LLP2+ years Service code 10 · EIN 13-0485070 | Accounting | $16,542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,012 | $22,291-59.6% | $69,182-87.0% | $63,975-85.9% |
| Participation rate | 27.7% | 35.3%-7.5pp | 55.1%-27.4pp | 71.1%-43.4pp |
| Annual return | 2.32% | 9.30%-7.0pp | -21.93%+24.3pp | 48.65%-46.3pp |
| Employer contribution / active EE | $532 | $325+63.6% | $1,206-55.9% | $2,182-75.6% |
| Participant deferral / active EE | $110 | $808-86.4% | $1,897-94.2% | $3,356-96.7% |
| Admin fee / account holder | $243 | $73+232.4% | $2,697-91.0% | $70+244.6% |