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| Provider | Service type | Compensation |
|---|---|---|
IATSE LOCAL UNION 7806 years Service code 15 6301 N NORTHWEST HIGHWAY · CHICAGO, IL 60631 | Recordkeeping | $10,008 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,700 | $51,642+2.0% | $129,384-59.3% | $80,935-34.9% |
| Participation rate | 85.3% | 56.9%+28.4pp | 69.6%+15.7pp | 67.7%+17.7pp |
| Annual return | 10.79% | 20.78%-10.0pp | 9461.77%-9451.0pp | 35.66%-24.9pp |
| Employer contribution / active EE | $5,298 | $1,583+234.7% | $4,153+27.6% | $2,757+92.2% |
| Participant deferral / active EE | $3,132 | $2,670+17.3% | $4,166-24.8% | $4,299-27.1% |
| Admin fee / account holder | $471 | $4,312-89.1% | $7,686-93.9% | $6,924-93.2% |