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| Provider | Service type | Compensation |
|---|---|---|
LORETTA MITSOS-PAVINI10+ years Service code 30 · EIN 23-2041188 | Direct payment from the plan; Employe... | $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 | $65,191-9.9% | $214,702-72.6% | $65,191-9.9% |
| Participation rate | 100.0% | 63.0%+37.0pp | 87.5%+12.5pp | 63.0%+37.0pp |
| Annual return | 6.45% | 51.24%-44.8pp | 54.55%-48.1pp | 51.24%-44.8pp |
| Employer contribution / active EE | $4,967 | $2,400+106.9% | $6,461-23.1% | $2,400+106.9% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $9,147-100.0% | $2,671-100.0% |
| Admin fee / account holder | $527 | $907-41.9% | $19,830-97.3% | $907-41.9% |