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| Provider | Service type | Compensation |
|---|---|---|
SMW LOCAL 46 HEALTH FUND4 years Service code 49 · EIN 16-0760551 | Other Services | $70,478 |
BLITMAN & KING8+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $26,378 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 50 · EIN 26-4310632 | Direct Payment | $18,878 |
BONADIO & CO., LLP8+ years Service code 10 · EIN 16-1131146 | Accounting | $15,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,177 | $93,010-24.5% | $96,515-27.3% | $74,460-5.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 7.67% | 37.50%-29.8pp | 35.73%-28.1pp | 34.38%-26.7pp |
| Employer contribution / active EE | $4,776 | $3,427+39.3% | $3,740+27.7% | $2,638+81.0% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $257 | $633-59.4% | $6,735-96.2% | $348-26.0% |