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| Provider | Service type | Compensation |
|---|---|---|
PLUMBERS LOCAL UNION NO. 69010+ years Filed as: PLUMBERS & PIPEFITTERS LOCAL 551 Service code 24 PO BOX 156 · WEST FRANKFORT, IL 62896 | Discretionary Trustee | $72,000 |
EKON ADVISORS4 years Service code 27 · EIN 47-4491266 | Advisory (Plan) | $59,527 |
EKON BENEFITS10+ years Service code 12 · EIN 43-1317863 | Claims processing | $8,360 |
MERTZ INSURANCE6 years Service code 23 P.O. BOX 34697 · OMAHA, NE 68134 | Insurance services | $5,750 |
Service code 10 206 W ARGONNE DR # 200 · KIRKWOOD, MO 63122 | Accounting | $2,065 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,498 | $80,332+178.2% | $107,187+108.5% | $64,097+248.7% |
| Participation rate | 100.0% | 54.4%+45.6pp | 75.0%+25.0pp | 55.2%+44.8pp |
| Annual return | 14.24% | 24.26%-10.0pp | 204.55%-190.3pp | 34.64%-20.4pp |
| Employer contribution / active EE | $12,703 | $2,501+407.9% | $3,782+235.9% | $1,891+571.6% |
| Participant deferral / active EE | $555 | $3,109-82.2% | $5,096-89.1% | $3,080-82.0% |
| Admin fee / account holder | $699 | $4,314-83.8% | $9,162-92.4% | $3,454-79.8% |