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| Provider | Service type | Compensation |
|---|---|---|
SHEET METAL CONTROL BOARD2+ years Filed as: SHEET METAL WORKERS LOC 19 PENSION Service code 15 · EIN 23-1494364 | Recordkeeping | $391,855 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS,INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,000 |
NOVAK FRANCELLA LLC2+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $19,190 |
SPEAR WILDERMAN2+ years Service code 29 · EIN 23-2749511 | Legal | $10,759 |
SUSANIN WIDMAN & BRENNAN PC2+ years Filed as: SUSANIN, WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $10,609 |
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 | $87,936 | $43,717+101.1% | $81,473+7.9% | $77,958+12.8% |
| Participation rate | 100.0% | 42.5%+57.5pp | 68.0%+32.0pp | 71.6%+28.4pp |
| Annual return | 11.41% | 23.83%-12.4pp | 38.78%-27.4pp | 20.87%-9.5pp |
| Employer contribution / active EE | $4,426 | $919+381.7% | $2,568+72.3% | $2,310+91.5% |
| Participant deferral / active EE | $0 | $1,783-100.0% | $3,537-100.0% | $3,537-100.0% |
| Admin fee / account holder | $150 | $108+38.6% | $4,561-96.7% | $97+53.6% |