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| Provider | Service type | Compensation |
|---|---|---|
PLUMBERS LOCAL UNION NO. 6907+ years Filed as: PLUMBERS & PIPEFITTERS LOCAL 25 LLC Service code 14 · EIN 47-1064332 4600 46TH AVENUE · ROCK ISLAND, IL 61201 | Plan Administrator | $16,267 |
INVESTMENT CONSULTING GROUP7+ years Filed as: INVESTMENT CONSULTING GROUP,INC Service code 70 · EIN 42-1358707 5117 JERSEY RIDGE ROAD, SUITE 1 · DAVENPORT, IA 52807 | Consulting Fees | $14,538 |
JOHNSON & KROL, LLC7+ years Filed as: JOHNSON AND KROL Service code 10 · EIN 36-4342024 300 S WACKER DRIVE, SUITE 1313 · CHICAGO, IL 60606 | Accounting | $7,647 |
CALIBRE CPA GROUP PLLC7+ years Service code 10 · EIN 47-0900880 230 W MONROE STREET · CHICAGO, IL 60606 | Accounting | $6,750 |
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 | $57,580 | $77,677-25.9% | $109,173-47.3% | $79,391-27.5% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 17.91% | 23.44%-5.5pp | 25.75%-7.8pp | 116.88%-99.0pp |
| Employer contribution / active EE | $0 | $2,798-100.0% | $3,723-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,865 | $3,517+9.9% | $4,654-17.0% | $4,046-4.5% |
| Admin fee / account holder | $197 | $732-73.1% | $6,755-97.1% | $627-68.6% |