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| Provider | Service type | Compensation |
|---|---|---|
DISABTO ADVISORS, LLC1+ years Service code 27 · EIN 35-2323525 | Advisory (Plan) | $56,000 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $26,908 |
SMART LOCAL UNION 2191+ years Filed as: SHEET METAL WORKERS LOCAL UNION 219 Service code 14 · EIN 36-1764275 | Plan Administrator | $22,200 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $18,538 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $9,650 |
Filed as: NEW YORK LIFE INVESTMENT MGMT Service code 15 · EIN 52-2206685 | Recordkeeping | $1,500 |
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.)
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 | $247,209 | $50,498+389.5% | $75,784+226.2% | $55,191+347.9% |
| Participation rate | 64.9% | 69.4%-4.5pp | 75.8%-10.9pp | 69.2%-4.2pp |
| Annual return | -1.68% | 1.80%-3.5pp | 9.68%-11.4pp | 10.78%-12.5pp |
| Employer contribution / active EE | $7,374 | $2,291+221.9% | $3,323+121.9% | $1,899+288.4% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $384 | $123+212.1% | $5,300-92.8% | $91+323.1% |