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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE1 year Filed as: KAUFMANN & GOBLE ASSOCIATES, INC. Service code 14 · EIN 94-2614826 | Plan Administrator | $837,120 |
MAMMINI COMPANY INC.1 year Filed as: MAMMINI COMPANY, INC. Service code 26 · EIN 47-0879697 | Advisory (Participants) | $166,443 |
MATRIX TRUST COMPANY2 years Service code 25 · EIN 75-3182674 | Directed Trustee | $109,163 |
GILBERT & SACKMAN3+ years Service code 29 · EIN 95-2906951 | Legal | $59,418 |
DAVID BRODY & CO.1 year Service code 10 · EIN 95-4778275 | Accounting | $23,700 |
SHEET METAL BENEFIT PLAN ADMIN.3+ years Service code 14 · EIN 95-4337897 | Plan Administrator | $10,102 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,872 | $60,396-38.9% | $83,831-56.0% | $75,289-51.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 10.18% | 3.84%+6.3pp | 850.99%-840.8pp | -0.04%+10.2pp |
| Employer contribution / active EE | $3,140 | $3,343-6.1% | $3,631-13.5% | $2,405+30.6% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $144 | $141+2.2% | $5,479-97.4% | $102+41.1% |