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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 338 H&W FUND6+ years Service code 49 · EIN 13-2980858 | Other Services | $85,041 |
RWDSU/UFCW LOCAL 3386+ years Service code 49 · EIN 13-1215100 | Other Services | $83,916 |
FRIEDMAN & ANSPACH6+ years Service code 29 · EIN 13-3403675 | Legal | $17,391 |
WRIGHT INVESTORS SERVICE2 years Filed as: WRIGHT INVESTORS SERVICE INC Service code 28 · EIN 06-1444342 | Investment Management | $12,422 |
NOVAK FRANCELLA LLC5 years Service code 10 · EIN 61-1436956 | Accounting | $8,500 |
CAPITAL ASSET ADVISORS2 years Service code 27 · EIN 06-1218195 | Advisory (Plan) | $8,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,682 | $40,984-93.5% | $90,965-97.1% | $93,223-97.1% |
| Participation rate | 100.0% | 59.7%+40.3pp | 69.0%+31.0pp | 74.9%+25.1pp |
| Annual return | -0.39% | 17.56%-17.9pp | 134.57%-135.0pp | 19.29%-19.7pp |
| Employer contribution / active EE | $1,027 | $840+22.3% | $2,122-51.6% | $2,680-61.7% |
| Participant deferral / active EE | $0 | $1,856-100.0% | $3,373-100.0% | $4,563-100.0% |
| Admin fee / account holder | $23 | $75-69.7% | $5,960-99.6% | $79-71.3% |