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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU8+ years Service code 49 · EIN 13-1215130 | Other Services | $139,591 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $125,536 |
LOCAL 1102 RWDSU8+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $90,067 |
ROTHMAN, ROCCO, LARUFFA, LLP5 years Service code 29 · EIN 47-5401457 | Legal | $26,332 |
BERDON LLP8+ years Service code 10 · EIN 13-0485070 | Accounting | $19,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,822 | $26,906-67.2% | $61,501-85.7% | $77,906-88.7% |
| Participation rate | 66.2% | 33.4%+32.7pp | 52.6%+13.6pp | 73.7%-7.5pp |
| Annual return | -17.22% | -14.46%-2.8pp | 339.04%-356.3pp | 12.16%-29.4pp |
| Employer contribution / active EE | $948 | $521+82.0% | $1,160-18.2% | $2,846-66.7% |
| Participant deferral / active EE | $472 | $1,180-60.0% | $2,125-77.8% | $4,805-90.2% |
| Admin fee / account holder | $228 | $117+95.2% | $2,132-89.3% | $133+72.3% |