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| Provider | Service type | Compensation |
|---|---|---|
MENGEL, METZGER, BARR & CO. LLP7+ years Service code 10 · EIN 16-1092347 | Accounting | $15,900 |
SHEET METAL WORKERS LOCAL 1127+ years Service code 15 · EIN 16-0578131 | Recordkeeping | $13,881 |
SMW LOCAL 112 WELFARE FUND7+ years Service code 15 · EIN 16-6052225 | Recordkeeping | $12,080 |
CADARET GRANT & CO INC7+ years Filed as: CADARET GRANT AGENCY INC 16-1305463 Service code 53 | Insurance Commissions | $11,474 |
JUDITH J GUSH5 years Service code 10 · EIN 47-2595681 | Accounting | $7,620 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $40 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN CENTURY4 years Filed as: AMERICAN CENTURY 43-1819235 Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Filed as: AMERICAN FUNDS 95-1411037 Service code 52 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,426 | $86,897-19.0% | $151,645-53.6% | $64,824+8.6% |
| Participation rate | 97.1% | 87.3%+9.8pp | 87.5%+9.6pp | 71.5%+25.6pp |
| Annual return | -14.37% | -3.57%-10.8pp | 3.34%-17.7pp | 32.84%-47.2pp |
| Employer contribution / active EE | $3,612 | $4,010-9.9% | $6,165-41.4% | $2,507+44.1% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $193 | $153+26.2% | $11,614-98.3% | $188+2.7% |