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| Provider | Service type | Compensation |
|---|---|---|
SHEET METAL CONTROL BOARD2 years Filed as: SHEET METAL WORKERS UNION LOCA NO 2 Service code 13 3035 LAMB AVE · DAYTON, OH 43219 | Contract Administrator | $109,521 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $84,945 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,187 | $241,850-86.3% | $102,412-67.6% | $199,960-83.4% |
| Participation rate | 95.7% | 78.3%+17.3pp | 74.5%+21.2pp | 72.0%+23.7pp |
| Annual return | 12.17% | 17.67%-5.5pp | 24.94%-12.8pp | 34.28%-22.1pp |
| Employer contribution / active EE | $4,810 | $4,253+13.1% | $3,870+24.3% | $3,036+58.5% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,087-100.0% |
| Admin fee / account holder | $141 | $288-51.2% | $8,388-98.3% | $269-47.8% |