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| Provider | Service type | Compensation |
|---|---|---|
SHEET METAL CONTROL BOARD2+ years Filed as: SHEET METAL WORKERS NATIONAL PENSIO Service code 10 · EIN 52-6112463 8403 ARLINGTON BLVD. SUITE 300 · FAIRFAX, DC 22031 | Accounting | $102,737 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $40,770 |
CALIBRE CPA GROUP PLLC2+ years Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE, SUITE 1200 WEST · BETHESDA, MD 20814 | Accounting | $29,250 |
SELVIN AND HART2+ years Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVE. N. W. · WASHINGTON, DC 20036 | Legal | $25,144 |
SASMI2+ years Service code 49 · EIN 23-7315003 | Other Services | $22,200 |
ULLICO2+ years Filed as: ULLICO CASUALTY GROUP, INC. Service code 22 · EIN 52-2197710 1625 EYE STREET, NW · WASHINGTON, DC 20006 | Insurance Broker | $12,120 |
Filed as: JOHN HANCOCK RETIREMENT Service code 28 690 CANTON STREET · WESTWOOD, MA 02090 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $178,584-100.0% | $84,753-100.0% | - |
| Participation rate | 0.0% | 64.5%-64.5pp | 76.6%-76.6pp | - |
| Annual return | 7.00% | 76.22%-69.2pp | 22.78%-15.8pp | - |
| Employer contribution / active EE | $0 | $1,402-100.0% | $3,574-100.0% | - |
| Participant deferral / active EE | $0 | $2,836-100.0% | $3,712-100.0% | - |
| Admin fee / account holder | $0 | $9,656-100.0% | $5,333-100.0% | - |