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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 14 · EIN 91-2090931 | Plan Administrator | $1,024,792 |
MAMMINI COMPANY INC.5 years Service code 26 · EIN 47-0879697 | Advisory (Participants) | $185,303 |
MATRIX TRUST COMPANY7 years Service code 21 · EIN 75-3182674 | Bank Trustee | $141,483 |
GILBERT & SACKMAN8+ years Service code 29 · EIN 95-2906951 | Legal | $80,115 |
SHEET METAL BENEFIT PLAN ADMIN.8+ years Service code 11 · EIN 95-4337897 | Actuarial | $23,965 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 | Accounting | $23,350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,079 | $88,479-49.1% | $96,543-53.3% | $80,187-43.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 11.36% | 22.53%-11.2pp | 35.75%-24.4pp | 40.40%-29.0pp |
| Employer contribution / active EE | $3,914 | $4,177-6.3% | $3,741+4.6% | $2,980+31.4% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $165 | $211-21.9% | $6,737-97.5% | $145+13.9% |