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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-1694165 | Advisory (Plan) | $194,679 |
BONADIO & CO., LLP4+ years Service code 10 · EIN 16-1131146 | Accounting | $27,545 |
LOCAL 1102 RWDSU2 years Filed as: LOCAL 785 PENSION FUND Service code 49 · EIN 16-6062418 | Other Services | $25,857 |
Filed as: LIPSITZ GREEN SCRIME CAMBRIA, LLP Service code 29 | Legal | $6,454 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,883 | $56,443-64.8% | $83,830-76.3% | $55,725-64.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -8.84% | 393.67%-402.5pp | 850.97%-859.8pp | 244.93%-253.8pp |
| Employer contribution / active EE | $5,752 | $2,682+114.5% | $3,631+58.4% | $2,078+176.8% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $294 | $156+88.5% | $5,479-94.6% | $115+155.7% |