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| Provider | Service type | Compensation |
|---|---|---|
SEIU LOCAL 2000 H & W FUND4+ years Service code 15 · EIN 43-1598128 | Recordkeeping | $89,900 |
MARIA HERRERRA3 years Service code 30 · EIN 36-2435849 | Direct payment from the plan; Employe... | $50,421 |
AMALGA TRUST4+ years Service code 19 · EIN 36-6228122 | Securities Custodian | $38,206 |
ANDERS MINKLER HUBER & HELM LLP4+ years Service code 10 · EIN 43-0831507 | Accounting | $19,500 |
Filed as: HAMMOND AND SHINNERS PC Service code 29 · EIN 43-1164305 | Legal | $10,895 |
EKON BENEFITS4+ years Service code 11 · EIN 43-1317863 | Actuarial | $10,050 |
Service code 19 · EIN 76-0488937 | Securities Custodian | $5,901 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $48,261-100.0% | $68,612-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 71.0%-71.0pp | 72.2%-72.2pp | 70.9%-70.9pp |
| Annual return | 0.29% | -2.61%+2.9pp | -4.63%+4.9pp | 244.93%-244.6pp |
| Employer contribution / active EE | $702 | $1,742-59.7% | $2,625-73.3% | $2,078-66.2% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $3,311-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $126-100.0% | $5,131-100.0% | $115-100.0% |