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| Provider | Service type | Compensation |
|---|---|---|
IATSE LOCAL 275+ years Service code 14 · EIN 34-0308265 | Plan Administrator | $15,161 |
CHARLES SCHWAB & CO., INC.2 years Filed as: REA & ASSOCIATES, INC. Service code 10 · EIN 34-1310124 | Accounting | $11,200 |
SCHWARZWALD & MCNAIR3 years Filed as: SCHWARZWELD MCNAIR & FUSCO, LLP Service code 29 · EIN 20-0467468 | Legal | $5,438 |
Filed as: JOHN B SHEPHERD Service code 29 3280 NELSON PARK · ROCKY RIVER, OH 44116 | Legal | $5,387 |
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 | $2,385 | $47,648-95.0% | $130,660-98.2% | $67,582-96.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.7%+28.3pp | 71.3%+28.7pp |
| Annual return | 18.42% | 25.73%-7.3pp | 1709.29%-1690.9pp | 378.57%-360.2pp |
| Employer contribution / active EE | $1,312 | $1,408-6.8% | $4,092-67.9% | $2,148-38.9% |
| Participant deferral / active EE | $0 | $2,616-100.0% | $3,603-100.0% | $3,539-100.0% |
| Admin fee / account holder | $24 | $105-77.5% | $5,463-99.6% | $142-83.4% |