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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 202 SHEET METAL WORKERS3+ years Service code 15 · EIN 43-1943294 | Recordkeeping | $35,498 |
MERCER3+ years Service code 27 · EIN 61-0736136 | Advisory (Plan) | $23,000 |
US BANK3+ years Service code 19 · EIN 41-6271370 | Securities Custodian | $16,950 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $12,780 |
EKON BENEFITS3+ years Service code 11 · EIN 43-1242589 | Actuarial | $11,444 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | 7.86% | -2.83%+10.7pp | 12.68%-4.8pp | 10.56%-2.7pp |
| Employer contribution / active EE | $2,705 | $11,770-77.0% | $22,860-88.2% | $13,643-80.2% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |