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| Provider | Service type | Compensation |
|---|---|---|
STUDIO MECHANICS LOCAL 4767+ years Service code 15 · EIN 36-2088664 | Recordkeeping | $57,148 |
WAMPLER & ASSOCIATES, LLC7+ years Service code 10 · EIN 32-0106897 | Accounting | $37,962 |
COMERICA BANK7+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $19,773 |
FGMK, LLC7+ years Service code 10 · EIN 36-2929601 | Accounting | $11,255 |
Filed as: STRATEGIC CAPITAL INVESTMENT Service code 27 · EIN 36-4268991 | Advisory (Plan) | $10,375 |
NEWTOWER TRUST COMPANY3 years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 52-6218800 | Securities Custodian | $8,054 |
Filed as: AFL-CIO BUILDING INVESTMENT TRUST Service code 19 · EIN 36-3828094 | Securities Custodian | $7,005 |
STEWART C. MILLER & CO., INC.7+ years Filed as: STEWART C. MILLER Service code 15 · EIN 35-1820020 | Recordkeeping | $6,750 |
Filed as: MESIROW INSURANCE Service code 23 · EIN 36-3429604 | Direct payment from the plan; Insuran... | $4,555 |
Filed as: JACOBS BURNS ORLOVE & HERNANDEZ Service code 29 · EIN 36-2425981 | Legal | $784 |
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 | $12,607 | $52,626-76.0% | $98,483-87.2% | $93,010-86.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.3%+26.7pp | 73.9%+26.1pp |
| Annual return | 11.60% | 16.95%-5.3pp | 1494.38%-1482.8pp | 158.70%-147.1pp |
| Employer contribution / active EE | $2,302 | $1,894+21.6% | $2,961-22.2% | $2,705-14.9% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $4,276-100.0% | $4,561-100.0% |
| Admin fee / account holder | $58 | $102-43.2% | $5,953-99.0% | $152-61.7% |