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| Provider | Service type | Compensation |
|---|---|---|
SEIU LOCAL 2000 H & W FUND6+ years Service code 15 · EIN 43-1598128 | Recordkeeping | $92,571 |
MARIA HERRERRA5 years Service code 30 · EIN 36-2435849 | Direct payment from the plan; Employe... | $54,522 |
AMALGA TRUST6+ years Service code 19 · EIN 36-6228122 | Securities Custodian | $40,357 |
ANDERS MINKLER HUBER & HELM LLP6+ years Service code 10 · EIN 43-0831507 | Accounting | $18,910 |
EKON BENEFITS6+ years Service code 11 · EIN 43-1317863 | Actuarial | $8,813 |
HAMMOND AND SHINNERS, P.C.3 years Filed as: HAMMOND AND SHINNERS PC Service code 29 · EIN 43-1164305 | Legal | $8,406 |
Service code 19 · EIN 76-0488937 | Securities Custodian | $6,401 |
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 | $6,438 | $61,473-89.5% | $81,716-92.1% | $73,412-91.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 10.49% | 28.26%-17.8pp | 29.49%-19.0pp | 59.30%-48.8pp |
| Employer contribution / active EE | $856 | $1,898-54.9% | $4,310-80.1% | $2,234-61.7% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $7,108-100.0% | $3,806-100.0% |
| Admin fee / account holder | $166 | $125+32.1% | $5,159-96.8% | $158+5.0% |