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| Provider | Service type | Compensation |
|---|---|---|
PLUMBERS LOCAL UNION NO. 6907+ years Filed as: PLUMBERS & PIPEFITTERS LOCAL 25 BEN Service code 14 · EIN 47-1064332 | Plan Administrator | $13,121 |
SCHEFFEL BOYLE7+ years Service code 10 · EIN 37-1206530 | Accounting | $8,900 |
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 | $77,328 | $64,716+19.5% | $112,258-31.1% | $68,495+12.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.45% | -11.40%-6.0pp | 27.47%-44.9pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,057 | $3,565+41.9% | $4,728+7.0% | $4,028+25.6% |
| Admin fee / account holder | $209 | $5,232-96.0% | $6,411-96.7% | $5,403-96.1% |