See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
USW INDUSTRY 401(K) PLAN2+ years Filed as: USW LOCAL 286 Service code 49 · EIN 23-0724665 | Other Services | $273,434 |
MERCER2+ years Filed as: MERCER HR SERVICES LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $142,236 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $48,495 |
CARLO SIMONE III2+ years Filed as: CARLO SIMONE, III Service code 30 · EIN 23-0724665 | Employee (plan); Other fees | $46,084 |
SPEAR WILDERMAN2+ years Filed as: SPEAR WILDERMAN, P.C. Service code 29 · EIN 23-2749511 | Legal | $18,767 |
LITTLER MENDELSON, P.C.2+ years Service code 29 · EIN 94-2602731 | Legal | $18,585 |
BEYER-BARBER COMPANY2+ years Filed as: BEYER BARBER COMPANY Service code 16 · EIN 23-2503024 | Consulting | $18,000 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 28 · EIN 13-2655998 | Investment Management | $12,500 |
Filed as: BARNES, IACCARINO & SHEPARD, LLC Service code 29 · EIN 26-3858697 | Legal | $7,096 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,279-100.0% | $77,999-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 84.7%-84.7pp | 75.5%-75.5pp | 71.1%-71.1pp |
| Annual return | 4.14% | 11.20%-7.1pp | 425.96%-421.8pp | 48.65%-44.5pp |
| Employer contribution / active EE | $1,219 | $3,297-63.0% | $2,470-50.6% | $2,182-44.1% |
| Participant deferral / active EE | $295 | $4,538-93.5% | $3,497-91.6% | $3,356-91.2% |
| Admin fee / account holder | $0 | $81-100.0% | $5,480-100.0% | $70-100.0% |