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| Provider | Service type | Compensation |
|---|---|---|
THE MCKEOGH COMPANY10+ years Service code 11 · EIN 23-3003375 | Actuarial | $43,954 |
Filed as: BOYD WATTERSON STATE GOVERNMENT FUN Service code 19 · EIN 32-0538379 | Securities Custodian | $30,679 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $30,468 |
Service code 19 · EIN 26-6405018 | Securities Custodian | $24,645 |
O'DONOGHUE & O'DONOGHUE10+ years Service code 29 · EIN 53-0120528 | Legal | $22,235 |
STEVENS & LEE7 years Service code 29 · EIN 23-1886296 | Legal | $21,862 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1466678 | Securities Custodian | $13,982 |
PLUMBERS LOCAL UNION NO. 69010+ years Service code 99 · EIN 23-1173153 | Other Fees | $9,826 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $9,750 |
Service code 10 · EIN 23-2586736 | Accounting | $8,731 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 6.66% | 11.01%-4.4pp | 8.10%-1.4pp | 7.65%-1.0pp |
| Employer contribution / active EE | $10,788 | $13,413-19.6% | $28,649-62.3% | $20,582-47.6% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |