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| Provider | Service type | Compensation |
|---|---|---|
PLUMBERS LOCAL UNION NO. 69010+ years Filed as: PLUMBERS & PIPEFITTERS LOCAL 25 LLC Service code 14 · EIN 47-1064332 4600 46TH AVENUE · ROCK ISLAND, IL 61201 | Plan Administrator | $24,045 |
JOHNSON & KROL, LLC10+ years Filed as: JOHNSON AND KROL Service code 10 · EIN 36-4342024 300 S WACKER DRIVE, SUITE 1313 · CHICAGO, IL 60606 | Accounting | $22,597 |
INVESTMENT CONSULTING GROUP10+ years Filed as: INVESTMENT CONSULTING GROUP,INC Service code 70 · EIN 42-1358707 5117 JERSEY RIDGE ROAD, SUITE 1 · DAVENPORT, IA 52807 | Consulting Fees | $16,994 |
Filed as: JOHN HANCOCK LTC Service code 64 PO BOX 55978 · BOSTON, MA 02205 | Recordkeeping Fees | $11,355 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 230 W MONROE STREET · CHICAGO, IL 60606 | Accounting | $11,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,990 | $83,023-54.2% | $102,437-62.9% | $77,762-51.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 15.60% | 19.12%-3.5pp | 24.95%-9.4pp | 31.27%-15.7pp |
| Employer contribution / active EE | $424 | $3,552-88.1% | $3,871-89.0% | $2,728-84.4% |
| Participant deferral / active EE | $2,352 | $4,110-42.8% | $5,060-53.5% | $4,651-49.4% |
| Admin fee / account holder | $233 | $639-63.5% | $8,388-97.2% | $433-46.2% |