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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 16-1350306 | Direct Payment | $54,897 |
MENGEL, METZGER, BARR & CO. LLP9+ years Service code 10 · EIN 16-1092347 | Accounting | $17,400 |
SHEET METAL WORKERS LOCAL 1129+ years Service code 15 · EIN 16-0578131 | Recordkeeping | $15,261 |
SMW LOCAL 112 WELFARE FUND9+ years Service code 15 · EIN 16-6052225 | Recordkeeping | $13,164 |
JUDITH J GUSH7 years Service code 10 · EIN 47-2595681 | Accounting | $5,440 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 | Investment Management | $2,441 |
AMERICAN CENTURY7 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN CENTURY6 years Filed as: AMERICAN CENTURY 43-1819235 Service code 52 | Indirect Investment Fees | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 | Recordkeeping Fees | $0 |
INVESCO7 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,145 | $89,123-16.8% | $102,460-27.6% | $77,762-4.7% |
| Participation rate | 97.1% | 80.9%+16.2pp | 76.5%+20.6pp | 70.6%+26.5pp |
| Annual return | 20.65% | 25.05%-4.4pp | 29.47%-8.8pp | 31.27%-10.6pp |
| Employer contribution / active EE | $4,052 | $2,700+50.1% | $3,025+33.9% | $2,728+48.5% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $184 | $236-21.9% | $9,460-98.1% | $433-57.4% |