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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU7+ years Filed as: LOCAL 17 FRINGE BENEFIT FUND Service code 13 · EIN 34-1472960 | Contract Administrator | $76,973 |
THE SEGAL COMPANY7+ years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $22,251 |
J. SCHAEFER & COMPANY LLC2 years Filed as: J SCHAEFER & COMPANY LLC Service code 10 · EIN 82-3706925 | Accounting | $8,500 |
POFOK CRAMPTON LLC2 years Service code 29 · EIN 85-2393001 | Legal | $5,175 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,787 | $106,236-53.1% | $112,249-55.6% | $64,819-23.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -5.80% | -6.02%+0.2pp | 27.48%-33.3pp | 32.84%-38.6pp |
| Employer contribution / active EE | $6,042 | $3,166+90.8% | $3,636+66.2% | $2,507+141.0% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $101 | $452-77.7% | $6,412-98.4% | $188-46.4% |