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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE1 year Filed as: KAUFMANN AND GOBLE ASSOCIATES, INC. Service code 14 · EIN 94-2614826 | Plan Administrator | $883,438 |
MAMMINI COMPANY INC.1 year Service code 26 · EIN 47-0879697 | Advisory (Participants) | $172,919 |
MATRIX TRUST COMPANY3 years Service code 25 · EIN 75-3182674 | Directed Trustee | $114,427 |
GILBERT & SACKMAN4+ years Service code 29 · EIN 95-2906951 | Legal | $65,882 |
SHEET METAL BENEFIT PLAN ADMIN.4+ years Service code 11 · EIN 95-4337897 | Actuarial | $23,393 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $21,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $66,051-100.0% | $92,916-100.0% | $77,775-100.0% |
| Participation rate | 0.0% | 81.0%-81.0pp | 76.0%-76.0pp | 73.2%-73.2pp |
| Annual return | 6.87% | 20.69%-13.8pp | 109.45%-102.6pp | 32.58%-25.7pp |
| Employer contribution / active EE | $3,440 | $3,426+0.4% | $3,654-5.9% | $2,504+37.4% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $5,796-100.0% | $100-100.0% |