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| Provider | Service type | Compensation |
|---|---|---|
SMW LOCAL 46 HEALTH FUND5 years Service code 49 · EIN 16-0760551 | Other Services | $56,064 |
BLITMAN & KING9+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $27,540 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $20,673 |
BONADIO & CO., LLP9+ years Service code 10 · EIN 16-1131146 | Accounting | $15,750 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,627 | $82,979-8.9% | $102,383-26.1% | $77,714-2.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 11.69% | 19.11%-7.4pp | 24.94%-13.2pp | 31.26%-19.6pp |
| Employer contribution / active EE | $4,576 | $3,554+28.8% | $3,870+18.2% | $2,727+67.8% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $229 | $639-64.1% | $8,391-97.3% | $433-47.2% |