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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 202 SHEET METAL WORKERS2+ years Service code 15 · EIN 43-1943294 | Recordkeeping | $33,860 |
MERCER2+ years Service code 27 · EIN 61-0736136 | Advisory (Plan) | $32,121 |
SCHUCHAT, COOK & WERNER2+ years Filed as: SCHUCHAT COOK & WERNER Service code 29 · EIN 43-0763010 | Legal | $17,690 |
US BANK2+ years Service code 19 · EIN 41-6271370 | Securities Custodian | $16,603 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $11,740 |
EKON BENEFITS2+ years Service code 11 · EIN 43-1242589 | Actuarial | $11,623 |
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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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 10.58% | 11.14%-0.6pp | 16.78%-6.2pp | 10.41%+0.2pp |
| Employer contribution / active EE | $2,598 | $14,043-81.5% | $26,328-90.1% | $14,691-82.3% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |