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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU3+ years Service code 49 · EIN 13-1215130 | Other Services | $105,274 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $98,808 |
LOCAL 1102 RWDSU3+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $83,080 |
ROTHMAN, ROCCO, LARUFFA, LLP2 years Filed as: ROTHMAN ROCCO LARUFFA, LLP Service code 29 · EIN 47-5401457 | Legal | $22,322 |
BERDON LLP3+ 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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,062 | $25,165-56.0% | $73,550-85.0% | $77,958-85.8% |
| Participation rate | 22.9% | 36.6%-13.7pp | 54.9%-32.0pp | 71.6%-48.8pp |
| Annual return | 10.40% | 18.12%-7.7pp | -15.16%+25.6pp | 20.87%-10.5pp |
| Employer contribution / active EE | $647 | $395+63.6% | $1,219-46.9% | $2,310-72.0% |
| Participant deferral / active EE | $210 | $898-76.6% | $1,804-88.4% | $3,537-94.1% |
| Admin fee / account holder | $309 | $76+308.1% | $2,320-86.7% | $97+217.5% |