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| Provider | Service type | Compensation |
|---|---|---|
SMW LOCAL 331 year Filed as: SHEET METAL WORKERS LOCAL 33 PROFIT Service code 14 · EIN 31-1524549 | Plan Administrator | $270,643 |
SMW LOCAL 331 year Service code 13 · EIN 31-1524549 | Contract Administrator | $82,525 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $21,500 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-2745039 | Indirect Investment Fees | $0 |
HARRIS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD Service code 52 · EIN 20-0169148 | Indirect Investment Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,691 | $66,051-52.0% | $92,909-65.9% | $77,775-59.3% |
| Participation rate | 84.5% | 81.0%+3.6pp | 76.0%+8.5pp | 73.2%+11.3pp |
| Annual return | 19.59% | 20.69%-1.1pp | 109.44%-89.9pp | 32.58%-13.0pp |
| Employer contribution / active EE | $2,590 | $3,426-24.4% | $3,653-29.1% | $2,504+3.4% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $87 | $148-41.2% | $5,795-98.5% | $100-13.2% |