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| Provider | Service type | Compensation |
|---|---|---|
SHEET METAL CONTROL BOARD5 years Filed as: SHEET METAL WORKERS LOC #19 PENSION Service code 15 · EIN 23-1494364 | Recordkeeping | $219,030 |
Filed as: INVESTMENT PERFORMANCE SERVICES, Service code 27 · EIN 58-2432392 | Advisory (Plan) | $82,500 |
NOVAK FRANCELLA LLC8+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $23,700 |
SPEAR WILDERMAN8+ years Service code 29 · EIN 23-2749511 | Legal | $17,389 |
SUSANIN WIDMAN & BRENNAN PC8+ years Filed as: SUSANIN, WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $16,390 |
TD WEALTH MANAGEMENT2 years Filed as: TD BANK, N.A. Service code 15 · EIN 01-0137770 | Recordkeeping | $6,422 |
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 | $111,212 | $40,278+176.1% | $80,669+37.9% | $80,187+38.7% |
| Participation rate | 100.0% | 47.5%+52.5pp | 67.0%+33.0pp | 72.9%+27.1pp |
| Annual return | 0.34% | 50.86%-50.5pp | 937.61%-937.3pp | 40.40%-40.1pp |
| Employer contribution / active EE | $7,158 | $1,332+437.2% | $2,724+162.8% | $2,980+140.2% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $4,444-100.0% | $5,016-100.0% |
| Admin fee / account holder | $108 | $210-48.8% | $5,384-98.0% | $145-25.7% |