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| Provider | Service type | Compensation |
|---|---|---|
SMART LOCAL UNION 2196 years Service code 14 · EIN 36-1764275 | Plan Administrator | $78,717 |
MEKETA INVESTMENT GROUP5 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $72,000 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $37,677 |
Service code 49 · EIN 52-1796473 | Other Services | $37,190 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN REALTY ADVISORS LLC Service code 28 · EIN 33-0123114 | Investment Management | $16,690 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $4,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,284 | $83,023+300.2% | $102,437+224.4% | $77,762+327.3% |
| Participation rate | 57.6% | 71.5%-14.0pp | 74.5%-16.9pp | 70.6%-13.0pp |
| Annual return | 13.48% | 19.12%-5.6pp | 24.95%-11.5pp | 31.27%-17.8pp |
| Employer contribution / active EE | $9,877 | $3,552+178.0% | $3,871+155.2% | $2,728+262.1% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $407 | $639-36.4% | $8,388-95.2% | $433-6.1% |