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| Provider | Service type | Compensation |
|---|---|---|
FRIEDMAN & ANSPACH1+ years Service code 29 · EIN 13-3403675 | Legal | $17,678 |
RWDSU/UFCW LOCAL 3381+ years Service code 99 · EIN 13-1215100 | Other Fees | $14,998 |
LOCAL 338 H&W FUND1+ years Service code 99 · EIN 13-2980858 | Other Fees | $11,966 |
SAXBST LLP1+ years Service code 10 · EIN 46-4001827 | Accounting | $8,750 |
HPS1+ years Service code 49 · EIN 01-0589640 | Other Services | $7,796 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $874 | $31,810-97.3% | $64,105-98.6% | $59,188-98.5% |
| Participation rate | 100.0% | 57.7%+42.3pp | 68.2%+31.8pp | 69.4%+30.6pp |
| Annual return | 0.53% | 9.41%-8.9pp | 791.24%-790.7pp | 5.51%-5.0pp |
| Employer contribution / active EE | $399 | $659-39.4% | $1,820-78.1% | $2,098-81.0% |
| Participant deferral / active EE | $0 | $1,582-100.0% | $2,822-100.0% | $3,265-100.0% |
| Admin fee / account holder | $12 | $57-79.0% | $4,499-99.7% | $92-87.1% |