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| Provider | Service type | Compensation |
|---|---|---|
STUDIO MECHANICS LOCAL 4769+ years Service code 15 · EIN 36-2088664 | Recordkeeping | $50,796 |
WAMPLER & ASSOCIATES, LLC9+ years Service code 10 · EIN 32-0106897 | Accounting | $50,404 |
COMERICA BANK9+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $18,504 |
CUNI, RUST & STRENK2 years Filed as: CUNI RUST & STRENK, INC. Service code 15 4555 LAKE FOREST DR · CINCINNATI, OH 45202 | Recordkeeping | $16,000 |
Filed as: JACOBS BURNS ORLOVE & HERNANDEZ Service code 29 · EIN 36-2425981 | Legal | $15,464 |
Filed as: STRATEGIC CAPITAL INVESTMENT Service code 27 · EIN 36-4268991 | Advisory (Plan) | $12,000 |
FGMK, LLC9+ years Service code 10 · EIN 36-2929601 | Accounting | $11,929 |
Filed as: WASHINGTON CAPITAL Service code 27 1200 SIXTH AVENUE · SEATTLE, WA 98101 | Advisory (Plan) | $9,888 |
Filed as: MESIROW INSURANCE Service code 23 · EIN 36-3429604 | Insurance services; Direct payment fr... | $6,073 |
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 | $13,432 | $52,960-74.6% | $86,656-84.5% | $80,169-83.2% |
| Participation rate | 100.0% | 62.4%+37.6pp | 71.7%+28.3pp | 72.9%+27.1pp |
| Annual return | 11.72% | 24.84%-13.1pp | 593.09%-581.4pp | 40.39%-28.7pp |
| Employer contribution / active EE | $1,127 | $2,138-47.3% | $3,025-62.7% | $2,978-62.2% |
| Participant deferral / active EE | $0 | $3,226-100.0% | $4,439-100.0% | $5,016-100.0% |
| Admin fee / account holder | $84 | $113-25.5% | $5,619-98.5% | $145-41.8% |