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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 3 SALES PENSION3+ years Service code 99 · EIN 36-6527340 | Other Fees | $123,873 |
CALIBRE CPA GROUP PLLC3+ years Service code 10 · EIN 47-0900880 | Accounting | $24,188 |
Filed as: VOYA LIFE INSURANCE AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $12,765 |
BENEFIT SERVICES INC3+ years Service code 22 | Insurance Broker | $0 |
ELITE ADMINISTRATION3+ years Filed as: ELITE ADMINISTRATION & INSURANCE Service code 23 · EIN 36-2238689 | Insurance services | $0 |
MORNINGSTAR3+ years Service code 27 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,234 | $67,228+8.9% | $117,854-37.9% | $77,958-6.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 79.7%+20.3pp | 71.6%+28.4pp |
| Annual return | 14.05% | 19.13%-5.1pp | 335.08%-321.0pp | 20.87%-6.8pp |
| Employer contribution / active EE | $7,361 | $2,211+232.9% | $3,786+94.4% | $2,310+218.6% |
| Participant deferral / active EE | $4,833 | $3,653+32.3% | $4,482+7.8% | $3,537+36.7% |
| Admin fee / account holder | $84 | $76+10.2% | $8,020-99.0% | $97-14.2% |