Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU4+ years Filed as: LOCAL 17 FRINGE BENEFIT FUND Service code 13 · EIN 34-1472960 | Contract Administrator | $72,359 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
Filed as: REA & ASSOCIATES, INC. Service code 10 · EIN 34-1310124 | Accounting | $7,350 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,481 | $66,051-40.2% | $92,909-57.5% | $77,775-49.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 4.70% | 20.69%-16.0pp | 109.44%-104.7pp | 32.58%-27.9pp |
| Employer contribution / active EE | $4,671 | $3,426+36.3% | $3,653+27.8% | $2,504+86.5% |
| Participant deferral / active EE | $156 | $3,013-94.8% | $4,238-96.3% | $3,966-96.1% |
| Admin fee / account holder | $85 | $148-42.7% | $5,795-98.5% | $100-15.4% |