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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 | $96,999-39.5% | $123,973-52.7% | $83,436-29.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 76.7%+23.3pp | 73.2%+26.8pp |
| Annual return | 6.58% | 8.97%-2.4pp | 388.13%-381.5pp | 19.34%-12.8pp |
| Employer contribution / active EE | $4,254 | $5,808-26.7% | $4,126+3.1% | $4,072+4.5% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,247-100.0% | $3,411-100.0% |
| Admin fee / account holder | $131 | $227-42.4% | $11,799-98.9% | $265-50.7% |