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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU4 years Filed as: UA LOCAL 322 HEALTH AND WELFARE FD Service code 49 · EIN 21-0699966 | Other Services | $73,280 |
JOHN SHALOO7+ years Service code 30 · EIN 22-2708962 | Employee (plan); Recordkeeping fees; ... | $69,804 |
PATTI DUBOSQUE7+ years Service code 30 · EIN 22-2708962 | Direct payment from the plan; Recordk... | $54,314 |
NOVAK FRANCELLA LLC7+ years Service code 10 · EIN 61-1436956 | Accounting | $34,500 |
JACKI SWANSON4 years Service code 30 · EIN 22-2708962 | Recordkeeping fees; Direct payment fr... | $28,311 |
PFM ADVISORS3 years Filed as: PFM ASSET MANAGEMENT LLC Service code 28 1735 MARKET STREET 43RD FLOOR · PHILADELPHIA, PA 19103 | Investment Management | $22,917 |
JENNINGS SIGMOND P.C.7+ years Filed as: JENNINGS SIGMOND PC Service code 29 · EIN 23-2025670 | Legal | $19,934 |
THE MCKEOGH COMPANY7+ years Service code 17 · EIN 23-3003375 | Pension Consulting | $11,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,026 | $76,774-29.6% | $112,263-51.9% | $77,906-30.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -3.41% | -10.25%+6.8pp | 27.49%-30.9pp | 12.16%-15.6pp |
| Employer contribution / active EE | $3,230 | $3,977-18.8% | $3,636-11.2% | $2,846+13.5% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $181 | $239-24.2% | $6,410-97.2% | $133+36.5% |