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| Provider | Service type | Compensation |
|---|---|---|
STUDIO MECHANICS LOCAL 47610+ years Service code 15 · EIN 36-2088664 | Recordkeeping | $70,363 |
NATIONAL INVESTMENT SERVICES7 years Service code 27 200 W. MADISON STREET · CHICAGO, IL 60606 | Advisory (Plan) | $51,176 |
TED WINDSOR & ASSOCIATES10+ years Service code 11 · EIN 36-4374704 | Actuarial | $48,650 |
WAMPLER & ASSOCIATES, LLC10+ years Service code 10 · EIN 32-0106897 | Accounting | $45,777 |
COMERICA BANK10+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $36,957 |
STRATEGIC CAPITAL INVESTMENT ADVISO10+ years Service code 27 · EIN 36-4268991 | Advisory (Plan) | $29,000 |
NEWTOWER TRUST COMPANY3 years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 52-6218800 | Securities Custodian | $27,263 |
FGMK, LLC10+ years Service code 10 · EIN 36-2929601 | Accounting | $21,458 |
Filed as: JACOB BURNS ORLOVE & HERNANDEZ Service code 29 · EIN 36-2425981 | Legal | $6,061 |
Filed as: ALLIANT INSURANCE SERVICES, INC Service code 23 · EIN 33-0785439 | Direct payment from the plan; Insuran... | $5,541 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 12.75% | 9.30%+3.5pp | 6.89%+5.9pp | 9.30%+3.5pp |
| Employer contribution / active EE | $6,616 | $12,551-47.3% | $43,785-84.9% | $12,551-47.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $44-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |