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| Provider | Service type | Compensation |
|---|---|---|
SMW LOCAL 331 year Filed as: SHEET METAL WORKERS LOCAL 33 PSAP Service code 14 · EIN 31-1524549 | Plan Administrator | $315,949 |
SMW LOCAL 332 years Service code 13 · EIN 31-1524549 | Contract Administrator | $84,915 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $75,000 |
BENESYS, INC.1 year Service code 14 · EIN 38-2383171 | Plan Administrator | $44,789 |
ALLOTTA FARLEY CO LPA1 year Filed as: ALLOTTA FARLEY CO., L.P.A. Service code 29 · EIN 34-1316963 | Legal | $26,061 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,580 |
Service code 11 · EIN 31-0800053 | Actuarial | $6,000 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-2745039 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,029 | $81,719-57.1% | $101,275-65.4% | $90,274-61.2% |
| Participation rate | 84.7% | 80.7%+4.0pp | 75.8%+8.9pp | 73.4%+11.3pp |
| Annual return | 13.22% | 337.64%-324.4pp | 46.48%-33.3pp | 53.97%-40.8pp |
| Employer contribution / active EE | $2,602 | $3,622-28.2% | $3,660-28.9% | $2,523+3.1% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $83 | $162-49.0% | $5,948-98.6% | $114-27.6% |