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| Provider | Service type | Compensation |
|---|---|---|
Filed as: APPOLLO WEALTH MANAGEMENT, LLC Service code 27 · EIN 46-5581996 | Advisory (Plan) | $61,712 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $58,899 |
TRONCONI SEGARRA & ASSOCIATES10+ years Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 10 · EIN 04-3728817 | Accounting | $17,050 |
PDC NO. 4 HEALTH & WELFARE TRUST10+ years Service code 14 · EIN 16-6070541 | Plan Administrator | $7,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,565 | $83,023-21.0% | $102,437-36.0% | $77,762-15.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 15.49% | 19.12%-3.6pp | 24.95%-9.5pp | 31.27%-15.8pp |
| Employer contribution / active EE | $3,213 | $3,552-9.6% | $3,871-17.0% | $2,728+17.8% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $342 | $639-46.4% | $8,388-95.9% | $433-20.9% |