Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
P&P WELFARE EDUCATIONAL FUND7 years Service code 15 · EIN 43-0657966 | Recordkeeping | $235,354 |
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-2647786 | Direct Payment | $197,992 |
ANDERS MINKLER HUBER & HELM LLP10+ years Service code 10 · EIN 43-0831507 | Accounting | $94,628 |
HARTNETT REYES-JONES, LLC6 years Service code 29 · EIN 43-1205253 | Legal | $79,334 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
Filed as: GREENSFELDER, HEMKER & GALE Service code 29 · EIN 43-1313567 | Legal | $10,922 |
HITS SCANNING SOLUTIONS1 year Filed as: HITS SCANNING Service code 27 · EIN 43-1548486 | Advisory (Plan) | $8,422 |
CHARLES L. CRANE AGENCY10+ years Service code 23 · EIN 43-1394059 | Insurance services; Investment manage... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $106,127 | $241,850-56.1% | $102,437+3.6% | $200,096-47.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.86% | 17.67%-5.8pp | 24.95%-13.1pp | 34.26%-22.4pp |
| Employer contribution / active EE | $7,289 | $4,253+71.4% | $3,871+88.3% | $3,038+140.0% |
| Participant deferral / active EE | $652 | $3,961-83.5% | $5,060-87.1% | $5,090-87.2% |
| Admin fee / account holder | $219 | $288-24.1% | $8,388-97.4% | $269-18.9% |