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| Provider | Service type | Compensation |
|---|---|---|
SEIU LOCAL 2000 H & W FUND2+ years Service code 15 · EIN 43-1598128 | Recordkeeping | $94,267 |
MARIA HERRERRA1 year Service code 30 · EIN 36-2435849 | Direct payment from the plan; Employe... | $46,363 |
AMALGA TRUST2+ years Service code 19 · EIN 36-6228122 | Securities Custodian | $38,136 |
ANDERS MINKLER HUBER & HELM LLP2+ years Service code 10 · EIN 43-0831507 | Accounting | $24,875 |
HAMMOND AND SHINNERS, P.C.2+ years Filed as: HAMMOND AND SHINERS PC Service code 29 · EIN 43-1164305 | Legal | $14,643 |
EKON BENEFITS2+ years Service code 11 · EIN 43-1317863 | Actuarial | $10,350 |
Service code 19 · EIN 76-0488937 | Securities Custodian | $5,699 |
THE SEGAL COMPANY2+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 | Insurance Commissions | $4,002 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,923 | $50,106-92.2% | $69,779-94.4% | $57,658-93.2% |
| Participation rate | 100.0% | 70.9%+29.1pp | 71.8%+28.2pp | 70.2%+29.8pp |
| Annual return | -3.40% | 14.58%-18.0pp | 12.99%-16.4pp | 5.13%-8.5pp |
| Employer contribution / active EE | $565 | $1,739-67.5% | $2,338-75.8% | $1,974-71.4% |
| Participant deferral / active EE | $0 | $2,486-100.0% | $2,931-100.0% | $3,061-100.0% |
| Admin fee / account holder | $126 | $89+41.5% | $4,381-97.1% | $95+33.5% |