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| Provider | Service type | Compensation |
|---|---|---|
STUDIO MECHANICS LOCAL 47610+ years Service code 15 · EIN 36-2088664 | Recordkeeping | $56,929 |
WAMPLER & ASSOCIATES, LLC10+ years Service code 10 · EIN 32-0106897 | Accounting | $47,290 |
Service code 27 200 W. MADISON STREET · CHICAGO, IL 60806 | Advisory (Plan) | $31,258 |
CUNI, RUST & STRENK3 years Filed as: CUNI RUST & STRENK, INC. Service code 15 4555 LAKE FOREST DR · CINCINNATI, OH 45202 | Recordkeeping | $16,775 |
COMERICA BANK10+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $14,088 |
Filed as: WASHINGTON CAPITAL Service code 27 1200 SIXTH AVENUE · SEATTLE, WA 98101 | Advisory (Plan) | $13,872 |
FGMK, LLC10+ years Service code 10 · EIN 36-2929601 | Accounting | $12,665 |
STRATEGIC CAPITAL INVESTMENT ADVISO10+ years Filed as: STRATEGIC CAPITAL INVESTMENT Service code 27 · EIN 36-4268991 | Advisory (Plan) | $12,400 |
JACOBS, BURNS, ORLOVE & HERNANDEZ10+ years Filed as: JACOBS BURNS ORLOVE & HERNANDEZ Service code 29 · EIN 36-2425981 | Legal | $7,942 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 23 · EIN 33-0785439 | Direct payment from the plan; Insuran... | $5,541 |
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 | $15,124 | $55,694-72.8% | $81,882-81.5% | $200,096-92.4% |
| Participation rate | 100.0% | 62.7%+37.3pp | 72.4%+27.6pp | 72.0%+28.0pp |
| Annual return | 10.22% | 19.59%-9.4pp | 779.47%-769.3pp | 34.26%-24.0pp |
| Employer contribution / active EE | $561 | $2,114-73.4% | $2,916-80.7% | $3,038-81.5% |
| Participant deferral / active EE | $0 | $3,299-100.0% | $4,323-100.0% | $5,090-100.0% |
| Admin fee / account holder | $89 | $348-74.5% | $7,360-98.8% | $269-67.0% |