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| Provider | Service type | Compensation |
|---|---|---|
PLUMBERS LOCAL UNION NO. 6901+ years Filed as: PLUMBERS & PIPEFITTERS LOCAL 25 LLC Service code 14 · EIN 47-1064332 4600 46TH AVENUE · ROCK ISLAND, IL 61201 | Plan Administrator | $12,934 |
INVESTMENT CONSULTING GROUP1+ years Filed as: INVESTMENT CONSULTING GROUP,INC Service code 70 · EIN 42-1358707 5117 JERSEY RIDGE ROAD, SUITE 1 · DAVENPORT, IA 52807 | Consulting Fees | $8,210 |
JOHNSON & KROL, LLC1+ years Filed as: JOHNSON AND KROL Service code 29 300 S WACKER DRIVE, SUITE 1313 · CHICAGO, IL 60606 | Legal | $7,985 |
CALIBRE CPA GROUP PLLC1+ years Service code 10 · EIN 47-0900880 566 W LAKE STREET · CHICAGO, IL 60661 | Accounting | $6,900 |
Participant 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 | $34,466 | $70,667-51.2% | $123,105-72.0% | $52,331-34.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -1.10% | 6.23%-7.3pp | 13.22%-14.3pp | 4.54%-5.6pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,248 | $4,493-50.0% | $6,229-63.9% | $3,022-25.6% |
| Admin fee / account holder | $224 | $506-55.8% | $9,014-97.5% | $592-62.2% |