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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $57,233 |
Filed as: APPOLLO WEALTH MANAGEMENT, LLC Service code 27 · EIN 46-5581996 | Advisory (Plan) | $53,048 |
TRONCONI SEGARRA & ASSOCIATES9+ years Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 10 · EIN 04-3728817 | Accounting | $14,900 |
PDC NO. 4 HEALTH & WELFARE TRUST9+ years Service code 14 · EIN 16-6070541 | Plan Administrator | $13,779 |
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 | $57,407 | $93,010-38.3% | $96,538-40.5% | $74,473-22.9% |
| Participation rate | 86.6% | 71.6%+15.0pp | 74.3%+12.2pp | 70.7%+15.8pp |
| Annual return | 19.85% | 37.50%-17.7pp | 35.74%-15.9pp | 34.36%-14.5pp |
| Employer contribution / active EE | $2,977 | $3,427-13.1% | $3,740-20.4% | $2,638+12.8% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $324 | $633-48.8% | $6,737-95.2% | $347-6.6% |