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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE4 years Filed as: KAUFMANN AND GOBLE ASSOCIATES, INC. Service code 14 · EIN 94-2614826 | Plan Administrator | $1,008,236 |
MAMMINI COMPANY INC.4 years Service code 26 · EIN 47-0879697 | Advisory (Participants) | $182,599 |
MATRIX TRUST COMPANY6 years Service code 25 · EIN 75-3182674 | Directed Trustee | $156,645 |
GILBERT & SACKMAN7+ years Service code 29 · EIN 95-2906951 | Legal | $77,754 |
SHEET METAL BENEFIT PLAN ADMIN.7+ years Service code 11 · EIN 95-4337897 | Actuarial | $23,539 |
MILLER KAPLAN ARASE LLP4 years Service code 10 · EIN 95-2036255 | Accounting | $22,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,831 | $76,774-46.8% | $112,270-63.6% | $77,906-47.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -14.14% | -10.25%-3.9pp | 27.49%-41.6pp | 12.16%-26.3pp |
| Employer contribution / active EE | $1,258 | $3,977-68.4% | $3,635-65.4% | $2,846-55.8% |
| Participant deferral / active EE | $2,383 | $3,778-36.9% | $4,729-49.6% | $4,805-50.4% |
| Admin fee / account holder | $160 | $239-32.9% | $6,411-97.5% | $133+20.9% |