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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 14 · EIN 91-2090931 | Plan Administrator | $935,806 |
MAMMINI COMPANY INC.6 years Service code 26 · EIN 47-0879697 | Advisory (Participants) | $182,623 |
MATRIX TRUST COMPANY8 years Service code 21 · EIN 75-3182674 | Bank Trustee | $134,325 |
GILBERT & SACKMAN9+ years Service code 29 · EIN 95-2906951 | Legal | $93,505 |
MILLER KAPLAN ARASE LLP6 years Service code 10 · EIN 95-2036255 | Accounting | $24,400 |
SHEET METAL BENEFIT PLAN ADMIN.9+ years Service code 11 · EIN 95-4337897 | Actuarial | $23,965 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,870 | $241,850-70.3% | $102,437-29.8% | $200,096-64.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 14.95% | 17.67%-2.7pp | 24.95%-10.0pp | 34.26%-19.3pp |
| Employer contribution / active EE | $3,915 | $4,253-7.9% | $3,871+1.1% | $3,038+28.9% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $218 | $288-24.3% | $8,388-97.4% | $269-19.0% |