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| Provider | Service type | Compensation |
|---|---|---|
LORETTA MITSOS-PAVINI10+ years Service code 30 · EIN 23-2041188 | Employee (plan); Direct payment from ... | $52,000 |
IORNWORKERS LOCAL UNION 3995 years Service code 14 · EIN 21-0482990 | Plan Administrator | $51,646 |
Service code 16 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Consulting | $28,210 |
FISCHER DORWART, P.C.10+ years Service code 10 · EIN 23-2247478 | Accounting | $22,107 |
ARISTOTLE CAPITAL MANAGEMENT4 years Filed as: ARISTOTLE Service code 16 11100 SANTA MONICA BLVD, SUITE 1700 · LOS ANGELES, CA 90025 | Consulting | $15,907 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER BARKSDALE Service code 16 1 BURTON HILLS BLVD · NASHVILLE, TN 37215 | Consulting | $15,325 |
LAZARD ASSET MANAGEMENT6 years Service code 16 · EIN 98-0437848 | Consulting | $11,983 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY CONSULTING GROUP Service code 27 · EIN 11-2418191 | Advisory (Plan) | $11,283 |
CLEARY, JOSEM & TRIGIANI LLP8 years Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 · EIN 23-2657967 | Legal | $6,900 |
INVESCO1 year Service code 16 225 LIBERTY ST · NEW YORK, NY 10281 | Consulting | $5,008 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,767 | $95,090-38.2% | $211,142-72.2% | $64,728-9.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.3%+12.7pp | 57.9%+42.1pp |
| Annual return | 6.45% | 49.50%-43.1pp | 46.84%-40.4pp | 49.38%-42.9pp |
| Employer contribution / active EE | $4,967 | $4,313+15.1% | $6,442-22.9% | $2,243+121.5% |
| Participant deferral / active EE | $0 | $6,774-100.0% | $9,284-100.0% | $2,729-100.0% |
| Admin fee / account holder | $527 | $538-2.0% | $19,076-97.2% | $1,145-54.0% |