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| Provider | Service type | Compensation |
|---|---|---|
SCHWARZWALD & MCNAIR1 year Filed as: SCHWARZWELD MCNAIR & FUSCO, LLP Service code 29 · EIN 20-0467468 | Legal | $10,665 |
IATSE LOCAL 273+ years Service code 14 · EIN 34-0308265 | Plan Administrator | $10,062 |
WALTHALL, LLP2 years Service code 10 · EIN 34-0644631 | Accounting | $9,885 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,488 | $45,324-94.5% | $122,354-98.0% | $69,631-96.4% |
| Participation rate | 100.0% | 59.9%+40.1pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 11.97% | 25.35%-13.4pp | 30.28%-18.3pp | 27571.02%-27559.0pp |
| Employer contribution / active EE | $1,148 | $1,230-6.6% | $4,051-71.7% | $2,032-43.5% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $3,287-100.0% | $3,224-100.0% |
| Admin fee / account holder | $20 | $87-76.5% | $5,479-99.6% | $110-81.5% |