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| Provider | Service type | Compensation |
|---|---|---|
USW INDUSTRY 401(K) PLAN3+ years Filed as: USW LOCAL 286 Service code 49 · EIN 23-0724665 | Other Services | $326,265 |
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $143,616 |
CARLO SIMONE III3+ years Filed as: CARLO SIMONE, III Service code 30 · EIN 23-0724665 | Employee (plan); Other fees | $75,398 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $42,710 |
MERCER3+ years Filed as: MERCER HR SERVICES LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $22,141 |
LITTLER MENDELSON, P.C.3+ years Service code 29 · EIN 94-2602731 | Legal | $18,500 |
SPEAR WILDERMAN3+ years Filed as: SPEAR WILDERMAN, P.C. Service code 29 · EIN 23-2749511 | Legal | $18,500 |
BEYER-BARBER COMPANY3+ years Filed as: BEYER BARBER COMPANY Service code 16 · EIN 23-2503024 | Consulting | $18,000 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 28 · EIN 13-2655998 | Investment Management | $12,500 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant 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 | $90,410-100.0% | $91,001-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 86.4%-86.4pp | 75.6%-75.6pp | 71.6%-71.6pp |
| Annual return | 14.75% | 21.34%-6.6pp | 4.60%+10.2pp | 20.87%-6.1pp |
| Employer contribution / active EE | $1,191 | $3,392-64.9% | $2,456-51.5% | $2,310-48.5% |
| Participant deferral / active EE | $303 | $4,816-93.7% | $3,547-91.5% | $3,537-91.4% |
| Admin fee / account holder | $0 | $79-100.0% | $5,417-100.0% | $97-100.0% |