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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; Employe... | $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 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,696 | $106,351-44.8% | $105,223-44.2% | $103,975-43.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 6.58% | 11.69%-5.1pp | 180.65%-174.1pp | 19.41%-12.8pp |
| Employer contribution / active EE | $4,254 | $5,336-20.3% | $3,689+15.3% | $3,722+14.3% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $131 | $316-58.6% | $8,859-98.5% | $332-60.6% |