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| Provider | Service type | Compensation |
|---|---|---|
PLUMBERS LOCAL UNION NO. 69010+ years Filed as: PLUMBERS & PIPEFITTERS LOCAL 25 BEN Service code 14 · EIN 47-1064332 | Plan Administrator | $17,843 |
SCHEFFEL BOYLE10+ years Service code 10 · EIN 37-1206530 | Accounting | $11,000 |
HAMMOND AND SHINNERS, P.C.10+ years Filed as: HAMMOND & SHINNERS P.C. Service code 29 · EIN 43-1429257 | Legal | $7,604 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,229 | $88,672+33.3% | $105,223+12.4% | $82,448+43.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.70% | 30.86%-17.2pp | 180.65%-166.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,634 | $4,036+64.4% | $5,072+30.8% | $4,139+60.3% |
| Admin fee / account holder | $281 | $7,146-96.1% | $8,859-96.8% | $7,234-96.1% |