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| Provider | Service type | Compensation |
|---|---|---|
CADARET GRANT & CO INC3+ years Filed as: CADARET GRANT AGENCY INC 16-1305463 Service code 53 | Insurance Commissions | $48,204 |
MENGEL, METZGER, BARR & CO. LLP3+ years Service code 10 · EIN 16-1092347 | Accounting | $14,100 |
SHEET METAL WORKERS LOCAL 1123+ years Service code 15 · EIN 16-0578131 | Recordkeeping | $11,718 |
SMW LOCAL 112 WELFARE FUND3+ years Service code 15 · EIN 16-6052225 | Recordkeeping | $9,023 |
JUDITH J GUSH1 year Service code 10 · EIN 47-2595681 | Accounting | $8,460 |
AMERICAN CENTURY1 year Service code 52 · EIN 77-0273954 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY 77-0273954 Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Filed as: AMERICAN FUNDS 95-1411037 Service code 52 | Indirect Investment Fees | $0 |
CADARET GRANT & CO INC3+ years Filed as: CADARET GRANT AGENCY INC Service code 53 · EIN 16-1305463 | Insurance Commissions | $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 | $60,363 | $80,005-24.6% | $140,019-56.9% | $55,725+8.3% |
| Participation rate | 96.9% | 87.0%+9.9pp | 87.5%+9.4pp | 70.9%+26.1pp |
| Annual return | 2.70% | 0.46%+2.2pp | 651.17%-648.5pp | 244.93%-242.2pp |
| Employer contribution / active EE | $2,579 | $3,403-24.2% | $5,605-54.0% | $2,078+24.1% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $190 | $116+63.8% | $10,705-98.2% | $115+64.5% |