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| Provider | Service type | Compensation |
|---|---|---|
STUDIO MECHANICS LOCAL 4768+ years Service code 15 · EIN 36-2088664 | Recordkeeping | $51,479 |
WAMPLER & ASSOCIATES, LLC8+ years Service code 10 · EIN 32-0106897 | Accounting | $39,638 |
COMERICA BANK8+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $21,857 |
CUNI, RUST & STRENK1 year Filed as: CUNI RUST & STRENK, INC. Service code 15 4555 LAKE FOREST DR · CINCINNATI, OH 45202 | Recordkeeping | $20,500 |
FGMK, LLC8+ years Service code 10 · EIN 36-2929601 | Accounting | $11,585 |
Filed as: STRATEGIC CAPITAL INVESTMENT Service code 27 · EIN 36-4268991 | Advisory (Plan) | $10,625 |
Filed as: MESIROW INSURANCE Service code 23 · EIN 36-3429604 | Direct payment from the plan; Insuran... | $6,073 |
Filed as: JACOBS BURNS ORLOVE & HERNANDEZ Service code 29 · EIN 36-2425981 | Legal | $5,908 |
NEWTOWER TRUST COMPANY4 years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 52-6218800 | Securities Custodian | $5,627 |
Filed as: AFL-CIO BUILDING INVESTMENT TRUST Service code 19 · EIN 36-3828094 | Securities Custodian | $5,590 |
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 | $12,012 | $43,236-72.2% | $82,763-85.5% | $77,906-84.6% |
| Participation rate | 100.0% | 64.2%+35.8pp | 72.6%+27.4pp | 73.7%+26.3pp |
| Annual return | -11.08% | 2.40%-13.5pp | 702.45%-713.5pp | 12.16%-23.2pp |
| Employer contribution / active EE | $2,218 | $1,924+15.3% | $3,008-26.3% | $2,846-22.1% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $4,395-100.0% | $4,805-100.0% |
| Admin fee / account holder | $68 | $102-34.0% | $5,325-98.7% | $133-49.0% |