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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE2 years Filed as: KAUFMANN AND GOBLE ASSOCIATES, INC. Service code 14 · EIN 94-2614826 | Plan Administrator | $929,769 |
MAMMINI COMPANY INC.2 years Service code 26 · EIN 47-0879697 | Advisory (Participants) | $182,826 |
MATRIX TRUST COMPANY4 years Service code 25 · EIN 75-3182674 | Directed Trustee | $118,468 |
GILBERT & SACKMAN5+ years Service code 29 · EIN 95-2906951 | Legal | $70,788 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $21,300 |
SHEET METAL BENEFIT PLAN ADMIN.5+ years Service code 11 · EIN 95-4337897 | Actuarial | $20,524 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,582 | $81,719-52.8% | $101,275-61.9% | $90,274-57.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 4.80% | 337.64%-332.8pp | 46.46%-41.7pp | 53.97%-49.2pp |
| Employer contribution / active EE | $3,565 | $3,622-1.6% | $3,660-2.6% | $2,523+41.3% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $150 | $162-7.4% | $5,948-97.5% | $114+31.5% |