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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 | $83,843+166.6% | $123,973+80.3% | $65,306+242.2% |
| Participation rate | 100.0% | 56.0%+44.0pp | 76.7%+23.3pp | 57.7%+42.3pp |
| Annual return | 14.24% | 19.87%-5.6pp | 388.13%-373.9pp | 21.94%-7.7pp |
| Employer contribution / active EE | $12,703 | $2,873+342.1% | $4,126+207.9% | $1,967+545.7% |
| Participant deferral / active EE | $555 | $2,997-81.5% | $5,247-89.4% | $2,959-81.3% |
| Admin fee / account holder | $699 | $4,735-85.2% | $11,799-94.1% | $3,480-79.9% |