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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU7+ years Service code 49 · EIN 13-1215130 | Other Services | $138,833 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $136,216 |
LOCAL 1102 RWDSU7+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $81,844 |
ROTHMAN, ROCCO, LARUFFA, LLP4 years Service code 29 · EIN 47-5401457 | Legal | $24,559 |
BERDON LLP7+ years Service code 10 · EIN 13-0485070 | Accounting | $17,369 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,712 | $36,939-68.3% | $80,784-85.5% | $93,010-87.4% |
| Participation rate | 61.2% | 32.6%+28.6pp | 54.2%+7.0pp | 73.9%-12.7pp |
| Annual return | 8.42% | 17.55%-9.1pp | 87.31%-78.9pp | 158.70%-150.3pp |
| Employer contribution / active EE | $688 | $455+51.3% | $1,160-40.7% | $2,705-74.6% |
| Participant deferral / active EE | $467 | $1,044-55.3% | $2,145-78.2% | $4,561-89.8% |
| Admin fee / account holder | $266 | $162+65.0% | $3,380-92.1% | $152+75.7% |