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| Provider | Service type | Compensation |
|---|---|---|
JOHN SHALOO9+ years Service code 30 · EIN 22-2708962 | Employee (plan); Recordkeeping fees; ... | $73,715 |
LOCAL 1102 RWDSU6 years Filed as: UA LOCAL 322 HEALTH AND WELFARE FD Service code 49 · EIN 21-0699966 | Other Services | $58,401 |
PATTI DUBOSQUE9+ years Service code 30 · EIN 22-2708962 | Recordkeeping fees; Direct payment fr... | $41,248 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436956 | Accounting | $34,500 |
PFM ADVISORS5 years Filed as: PFM ASSET MANAGEMENT LLC Service code 28 · EIN 41-2003732 | Investment Management | $25,000 |
THE MCKEOGH COMPANY9+ 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 |
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 | $56,706 | $241,850-76.6% | $102,412-44.6% | $199,960-71.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 10.37% | 17.67%-7.3pp | 24.94%-14.6pp | 34.28%-23.9pp |
| Employer contribution / active EE | $3,865 | $4,253-9.1% | $3,870-0.1% | $3,036+27.3% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,087-100.0% |
| Admin fee / account holder | $142 | $288-50.8% | $8,388-98.3% | $269-47.4% |