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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHEET METAL WORKERS LOC #19 PENSION Service code 15 · EIN 23-1494364 | Recordkeeping | $363,102 |
Filed as: INVESTMENT PERFORMANCE SERVICES, Service code 27 · EIN 58-2432392 | Advisory (Plan) | $74,000 |
NOVAK FRANCELLA LLC4+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $20,800 |
SPEAR WILDERMAN4+ years Service code 29 · EIN 23-2749511 | Legal | $15,450 |
SUSANIN WIDMAN & BRENNAN PC4+ years Filed as: SUSANIN, WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $15,450 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 28 · EIN 22-1211670 | Investment Management | $0 |
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 | $97,913 | $41,617+135.3% | $84,646+15.7% | $77,775+25.9% |
| Participation rate | 100.0% | 45.0%+55.0pp | 68.2%+31.8pp | 73.2%+26.8pp |
| Annual return | 9.45% | 24.97%-15.5pp | 258.85%-249.4pp | 32.58%-23.1pp |
| Employer contribution / active EE | $5,858 | $1,061+452.1% | $2,654+120.8% | $2,504+134.0% |
| Participant deferral / active EE | $0 | $2,129-100.0% | $3,901-100.0% | $3,966-100.0% |
| Admin fee / account holder | $149 | $121+23.3% | $4,915-97.0% | $100+49.0% |