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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 16-1350306 | Direct Payment | $49,088 |
MENGEL, METZGER, BARR & CO. LLP8+ years Service code 10 · EIN 16-1092347 | Accounting | $19,110 |
SHEET METAL WORKERS LOCAL 1128+ years Service code 15 · EIN 16-0578131 | Recordkeeping | $14,863 |
SMW LOCAL 112 WELFARE FUND8+ years Service code 15 · EIN 16-6052225 | Recordkeeping | $12,758 |
JUDITH J GUSH6 years Service code 10 · EIN 47-2595681 | Accounting | $7,100 |
AMERICAN CENTURY6 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN CENTURY5 years Filed as: AMERICAN CENTURY 43-1819235 Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS6 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
AMERICAN FUNDS6 years Filed as: AMERICAN FUNDS 95-1411037 Service code 52 | Indirect Investment Fees | $0 |
INVESCO6 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,520 | $100,272-33.7% | $170,057-60.9% | $74,473-10.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 5.14% | 66.12%-61.0pp | 53.42%-48.3pp | 34.36%-29.2pp |
| Employer contribution / active EE | $4,065 | $4,266-4.7% | $6,790-40.1% | $2,638+54.1% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,411-100.0% | $4,530-100.0% |
| Admin fee / account holder | $197 | $235-16.1% | $12,826-98.5% | $347-43.3% |