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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU7 years Filed as: UA LOCAL 322 HEALTH AND WELFARE FD Service code 49 · EIN 21-0699966 | Other Services | $196,153 |
JOHN SHALOO10+ years Service code 30 · EIN 22-2708962 | Direct payment from the plan; Recordk... | $76,812 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $35,350 |
PFM ADVISORS6 years Filed as: PFM ASSET MANAGEMENT LLC Service code 28 · EIN 41-2003732 | Investment Management | $27,083 |
THE MCKEOGH COMPANY10+ years Service code 17 · EIN 23-3003375 | Pension Consulting | $12,000 |
Filed as: LINDABURDY,MCCORMICK,ESTABROOK,COOP Service code 29 · EIN 22-1943351 | Legal | $10,000 |
O'DONOGHUE & O'DONOGHUE1 year Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $9,275 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,696 | $98,273-40.3% | $150,734-61.1% | $85,660-31.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.4%+21.6pp | 74.8%+25.2pp |
| Annual return | 6.58% | 7.62%-1.0pp | 600.81%-594.2pp | 19.52%-12.9pp |
| Employer contribution / active EE | $4,254 | $5,764-26.2% | $4,918-13.5% | $4,199+1.3% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $131 | $226-42.0% | $14,905-99.1% | $224-41.6% |