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| Provider | Service type | Compensation |
|---|---|---|
USW INDUSTRY 401(K) PLAN1+ years Filed as: USW LOCAL 286 UNION Service code 14 · EIN 23-0724665 | Plan Administrator | $240,767 |
THE SAVITZ ORGANIZATION1+ years Filed as: THE SAVITZ ORGANIZATION, INC. Service code 11 · EIN 23-1700844 | Actuarial | $93,418 |
SPEAR WILDERMAN1+ years Filed as: SPEAR WILDERMAN, P.C. Service code 29 · EIN 23-2749511 | Legal | $66,803 |
SOBOL LAW GROUP P.C.1+ years Filed as: SOBOL & SOBOL P.C. Service code 29 · EIN 36-4509261 | Legal | $66,340 |
USI CONSULTING GROUP1+ years Service code 27 95 GLASTONBURY BLVD, STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $55,825 |
JAMES A. REICHERT1+ years Filed as: JAMES N. GLONER Service code 20 563 PAXSON LANE · LANGHORNE, PA 19047 | Direct payment from the plan; Trustee... | $30,028 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Service code 29 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $17,581 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $16,709 |
NORTHEASTERN MUTUAL INV SERVICES1+ years Filed as: NORTHEASTERN BENEFITS Service code 15 · EIN 22-2621235 | Recordkeeping | $11,887 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $10,701 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $138,622-100.0% | $96,302-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 8.8%-8.8pp | 48.7%-48.7pp |
| Annual return | 21.37% | -6.67%+28.0pp | -2.90%+24.3pp | -2.16%+23.5pp |
| Employer contribution / active EE | $0 | $50,664-100.0% | $27,990-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $677-100.0% | $519-100.0% | $12,572-100.0% |