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| Provider | Service type | Compensation |
|---|---|---|
CADARET GRANT & CO INC5+ years Filed as: CADARET GRANT AGENCY INC 16-1305463 Service code 53 | Insurance Commissions | $51,836 |
MENGEL, METZGER, BARR & CO. LLP5+ years Service code 10 · EIN 16-1092347 | Accounting | $14,900 |
SHEET METAL WORKERS LOCAL 1125+ years Service code 15 · EIN 16-0578131 | Recordkeeping | $12,386 |
SMW LOCAL 112 WELFARE FUND5+ years Service code 15 · EIN 16-6052225 | Recordkeeping | $9,781 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $75 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY 43-1819235 Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Filed as: AMERICAN FUNDS 95-1411037 Service code 52 | Indirect Investment Fees | $0 |
CADARET GRANT & CO INC5+ years Filed as: CADARET GRANT AGENCY INC Service code 53 · EIN 16-1305463 | Insurance Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,506 | $111,608-39.5% | $177,848-62.0% | $73,412-8.0% |
| Participation rate | 97.0% | 87.9%+9.2pp | 87.7%+9.3pp | 72.2%+24.9pp |
| Annual return | 5.93% | 18.23%-12.3pp | 48.33%-42.4pp | 59.30%-53.4pp |
| Employer contribution / active EE | $2,618 | $3,796-31.0% | $5,919-55.8% | $2,234+17.2% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $174 | $166+4.9% | $12,431-98.6% | $158+10.0% |