Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU9+ years Service code 49 · EIN 13-1215130 | Other Services | $158,976 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $125,074 |
LOCAL 1102 RWDSU9+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $88,771 |
ROTHMAN, ROCCO, LARUFFA, LLP6 years Service code 29 · EIN 47-5401457 | Legal | $26,238 |
BERDON LLP9+ years Service code 10 · EIN 13-0485070 | Accounting | $17,514 |
Service code 36 · EIN 46-0995403 | Copying and duplicating; Direct payme... | $5,584 |
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 | $10,730 | $30,147-64.4% | $58,507-81.7% | $80,169-86.6% |
| Participation rate | 79.0% | 34.4%+44.6pp | 50.9%+28.2pp | 72.9%+6.1pp |
| Annual return | 10.96% | 21.97%-11.0pp | 4252.32%-4241.4pp | 40.39%-29.4pp |
| Employer contribution / active EE | $987 | $528+87.1% | $1,053-6.3% | $2,978-66.9% |
| Participant deferral / active EE | $468 | $1,249-62.5% | $1,922-75.6% | $5,016-90.7% |
| Admin fee / account holder | $256 | $195+31.6% | $2,486-89.7% | $145+76.6% |