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| Provider | Service type | Compensation |
|---|---|---|
USW INDUSTRY 401(K) PLAN2+ years Filed as: USW LOCAL 286 UNION Service code 14 · EIN 23-0724665 | Plan Administrator | $235,113 |
CARLO SIMONE III2+ years Service code 30 · EIN 23-0724665 | Employee (plan); Recordkeeping fees; ... | $73,911 |
THE SAVITZ ORGANIZATION2+ years Filed as: THE SAVITZ ORGANIZATION, INC. Service code 11 · EIN 23-1700844 | Actuarial | $63,190 |
SOBOL LAW GROUP P.C.2+ years Filed as: SOBOL & SOBOL P.C. Service code 29 · EIN 36-4509261 | Legal | $47,180 |
SPEAR WILDERMAN2+ years Filed as: SPEAR WILDERMAN, P.C. Service code 29 · EIN 23-2749511 | Legal | $30,296 |
JAMES A. REICHERT2+ years Filed as: JAMES N. GLONER Service code 20 563 PAXSON LANE · LANGHORNE, PA 19047 | Trustee (individual); Direct payment ... | $30,000 |
USI CONSULTING GROUP2+ years Service code 27 · EIN 06-1053228 | Advisory (Plan) | $28,325 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $23,250 |
Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $20,763 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT, LL Service code 28 · EIN 34-1922005 | Investment Management | $14,920 |
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 | $415,031-100.0% | $169,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | - |
| Annual return | 10.85% | 15.23%-4.4pp | 7.98%+2.9pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $23,724-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $53-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $636-100.0% | - |