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| Provider | Service type | Compensation |
|---|---|---|
SMW LOCAL 28 WELFARE FUND1+ years Service code 15 · EIN 13-5530847 | Recordkeeping | $570,134 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $100,000 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $54,066 |
CALIBRE CPA GROUP PLLC1+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $43,742 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Service code 29 · EIN 26-3858697 | Legal | $24,381 |
Filed as: STEINBERG, STECKLER AND PICCIURRO Service code 10 · EIN 13-2665700 | Accounting | $15,813 |
WINSTON SUPPORT SERVICES, LLC1+ years Service code 15 · EIN 80-0004314 | Recordkeeping | $7,645 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,288 | $75,760+56.1% | $123,105-3.9% | $59,188+99.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | 2.15% | 2.93%-0.8pp | 13.22%-11.1pp | 5.51%-3.4pp |
| Employer contribution / active EE | $6,056 | $3,415+77.3% | $5,151+17.6% | $2,098+188.6% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $190 | $61+212.7% | $9,014-97.9% | $92+106.0% |