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| Provider | Service type | Compensation |
|---|---|---|
ROOFERS LOCAL NO. 22 WELFARE PLAN10+ years Service code 49 · EIN 23-7381527 | Other Services | $70,236 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $31,584 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 15 100 CORPORATE PKWY SUITE 338 · AMHERST, NY 14226 | Recordkeeping | $11,485 |
ROBERT PIZZO, ESQ.10+ years Filed as: ROBERT PIZZO, ESQ Service code 29 · EIN 82-0553395 | Legal | $8,000 |
BONADIO & CO., LLP10+ years Service code 10 · EIN 16-1131146 | Accounting | $7,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,182 | $83,369-81.8% | $105,223-85.6% | $67,986-77.7% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 4.96% | 24.64%-19.7pp | 180.65%-175.7pp | 31.67%-26.7pp |
| Employer contribution / active EE | $2,974 | $2,541+17.0% | $3,689-19.4% | $2,019+47.3% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $429 | $4,073-89.5% | $8,859-95.2% | $3,203-86.6% |