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| Provider | Service type | Compensation |
|---|---|---|
IATSE LOCAL UNION 7801+ 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 | $51,604+2.1% | $129,295-59.2% | $80,874-34.8% |
| Participation rate | 85.3% | 57.0%+28.4pp | 69.6%+15.7pp | 67.6%+17.7pp |
| Annual return | 10.79% | 20.76%-10.0pp | 9429.28%-9418.5pp | 35.62%-24.8pp |
| Employer contribution / active EE | $5,298 | $1,585+234.4% | $4,157+27.5% | $2,756+92.3% |
| Participant deferral / active EE | $3,132 | $2,670+17.3% | $4,169-24.9% | $4,297-27.1% |
| Admin fee / account holder | $471 | $4,310-89.1% | $7,665-93.9% | $6,935-93.2% |