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| Provider | Service type | Compensation |
|---|---|---|
CADARET GRANT & CO INC2+ years Filed as: CADARET GRANT AGENCY INC 16-1305463 Service code 53 | Insurance Commissions | $44,362 |
SHEET METAL WORKERS LOCAL 1122+ years Service code 15 · EIN 16-0578131 | Recordkeeping | $11,357 |
SMW LOCAL 112 WELFARE FUND2+ years Service code 15 · EIN 16-6052225 | Recordkeeping | $8,820 |
MENGEL, METZGER, BARR & CO. LLP2+ years Service code 10 · EIN 16-1092347 | Accounting | $8,100 |
CADARET GRANT & CO INC2+ years Filed as: CADARET GRANT AGENCY INC Service code 53 · EIN 16-1305463 | Insurance Commissions | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
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 | $59,097 | $81,537-27.5% | $149,721-60.5% | $69,631-15.1% |
| Participation rate | 96.7% | 86.1%+10.6pp | 87.1%+9.7pp | 70.7%+26.1pp |
| Annual return | 15.01% | 22.79%-7.8pp | 1501.67%-1486.7pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $2,594 | $3,239-19.9% | $5,444-52.4% | $2,032+27.6% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $155 | $107+45.2% | $11,282-98.6% | $110+40.6% |