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| Provider | Service type | Compensation |
|---|---|---|
RWDSU/UFCW LOCAL 3384+ years Service code 49 · EIN 13-1215100 | Other Services | $38,956 |
LOCAL 338 H&W FUND4+ years Service code 49 · EIN 13-2980858 | Other Services | $20,523 |
FRIEDMAN & ANSPACH4+ years Service code 29 · EIN 13-3403675 | Legal | $20,027 |
NOVAK FRANCELLA LLC3 years Service code 10 · EIN 61-1436956 | Accounting | $8,500 |
Service code 16 · EIN 01-0589640 | Consulting | $8,092 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,284-100.0% | $74,552-100.0% | $68,904-100.0% |
| Participation rate | 0.0% | 58.1%-58.1pp | 69.1%-69.1pp | 74.1%-74.1pp |
| Annual return | -0.32% | -4.24%+3.9pp | 32.53%-32.8pp | 1.07%-1.4pp |
| Employer contribution / active EE | $988 | $782+26.3% | $1,961-49.6% | $2,540-61.1% |
| Participant deferral / active EE | $0 | $1,518-100.0% | $3,108-100.0% | $4,015-100.0% |
| Admin fee / account holder | $0 | $72-100.0% | $5,060-100.0% | $71-100.0% |