Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SMW LOCAL 332 years Filed as: SHEET METAL WORKERS LOCAL 33 PSAP Service code 14 · EIN 31-1524549 | Plan Administrator | $438,305 |
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $82,916 |
SMW LOCAL 333 years Service code 13 · EIN 31-1524549 | Contract Administrator | $79,726 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $75,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $22,290 |
ALLOTTA FARLEY CO LPA2 years Filed as: ALLOTTA FARLEY CO., L.P.A. Service code 29 · EIN 34-1316963 | Legal | $19,424 |
Service code 11 · EIN 31-0800053 | Actuarial | $15,000 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,159 | $88,770-54.8% | $109,163-63.2% | $93,010-56.8% |
| Participation rate | 84.6% | 81.5%+3.1pp | 75.9%+8.7pp | 73.9%+10.7pp |
| Annual return | 11.24% | 60.64%-49.4pp | 25.75%-14.5pp | 158.70%-147.5pp |
| Employer contribution / active EE | $2,984 | $3,780-21.0% | $3,723-19.8% | $2,705+10.3% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,654-100.0% | $4,561-100.0% |
| Admin fee / account holder | $90 | $172-47.9% | $6,754-98.7% | $152-40.9% |