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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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,177 | $92,971-24.5% | $96,683-27.4% | $74,419-5.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 7.67% | 37.49%-29.8pp | 35.69%-28.0pp | 34.38%-26.7pp |
| Employer contribution / active EE | $4,776 | $3,426+39.4% | $3,737+27.8% | $2,637+81.1% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $257 | $633-59.3% | $6,730-96.2% | $348-26.0% |