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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU9+ years Filed as: LOCAL 830 PENSION FUND Service code 15 · EIN 23-1990755 | Recordkeeping | $351,465 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 27 · EIN 16-1616474 | Advisory (Plan) | $145,949 |
Service code 27 · EIN 58-1645832 | Advisory (Plan) | $48,750 |
NOVAK FRANCELLA LLC5 years Service code 10 · EIN 61-1436956 | Accounting | $21,014 |
CLEARY, JOSEM & TRIGIANI LLP5 years Service code 29 · EIN 23-2657967 | Legal | $13,600 |
STEVENS & LEE2 years Service code 29 · EIN 23-1886296 | Legal | $9,354 |
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 | $22,630 | $70,115-67.7% | $70,565-67.9% | $80,169-71.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 68.4%+31.6pp | 72.9%+27.1pp |
| Annual return | 12.00% | 134.51%-122.5pp | 32.79%-20.8pp | 40.39%-28.4pp |
| Employer contribution / active EE | $2,069 | $3,021-31.5% | $2,976-30.5% | $2,978-30.5% |
| Participant deferral / active EE | $1,564 | $4,495-65.2% | $4,568-65.8% | $5,016-68.8% |
| Admin fee / account holder | $144 | $112+28.0% | $6,430-97.8% | $145-0.9% |