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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 | Recordkeeping fees; Employee (plan); ... | $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 | $98,776-40.6% | $119,126-50.7% | $89,670-34.5% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 6.58% | 9.25%-2.7pp | 282.11%-275.5pp | 19.66%-13.1pp |
| Employer contribution / active EE | $4,254 | $5,802-26.7% | $4,034+5.5% | $4,041+5.3% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $131 | $230-43.2% | $10,693-98.8% | $352-62.8% |