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| Provider | Service type | Compensation |
|---|---|---|
SMW LOCAL 333 years Filed as: SHEET METAL WORKERS LOCAL 33 PSAP Service code 14 · EIN 31-1524549 | Plan Administrator | $174,801 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $75,000 |
BENESYS, INC.3 years Service code 14 · EIN 38-2383171 | Plan Administrator | $49,906 |
ALLOTTA FARLEY CO LPA3 years Filed as: ALLOTTA FARLEY CO., L.P.A. Service code 62 · EIN 34-1316963 | Float revenue; Recordkeeping fees | $34,079 |
SMW LOCAL 331 year Filed as: SMW LOCAL Service code 13 · EIN 31-1524549 | Contract Administrator | $17,238 |
Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $15,208 |
Service code 11 · EIN 31-0800053 | Actuarial | $10,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,031 | $76,774-55.7% | $112,249-69.7% | $77,906-56.3% |
| Participation rate | 86.5% | 80.2%+6.3pp | 75.1%+11.4pp | 73.7%+12.8pp |
| Annual return | -15.09% | -10.25%-4.8pp | 27.48%-42.6pp | 12.16%-27.3pp |
| Employer contribution / active EE | $3,264 | $3,977-17.9% | $3,636-10.2% | $2,846+14.7% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $77 | $239-67.9% | $6,412-98.8% | $133-42.1% |