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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS10+ years Service code 11 · EIN 43-1242589 | Actuarial | $55,546 |
Filed as: LOCAL SHEET METAL WORKERS Service code 15 · EIN 43-1943294 | Recordkeeping | $32,074 |
SCHUCHAT, COOK & WERNER10+ years Filed as: SCHUCHAT COOK & WERNER Service code 29 · EIN 43-0763010 | Legal | $18,262 |
THE BANK OF NEW YORK MELLON3 years Filed as: U.S. BANK Service code 19 · EIN 41-6271370 | Securities Custodian | $16,961 |
KERBER, ECK & BRAECKEL LLP2 years Service code 10 · EIN 43-0352985 | Accounting | $16,741 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,833-100.0% | $136,833-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 15.4%-15.4pp | 12.5%-12.5pp | 34.1%-34.1pp |
| Annual return | 10.42% | -4.47%+14.9pp | -1.97%+12.4pp | 13.02%-2.6pp |
| Employer contribution / active EE | $2,177 | $22,284-90.2% | $19,908-89.1% | $34,257-93.6% |
| Participant deferral / active EE | $0 | $0 | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $5,412-100.0% | $39,117-100.0% |