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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-2647786 | Direct Payment | $207,405 |
P&P WELFARE EDUCATIONAL FUND6 years Service code 15 · EIN 43-0657966 | Recordkeeping | $207,015 |
ANDERS MINKLER HUBER & HELM LLP9+ years Service code 10 · EIN 43-0831507 | Accounting | $76,838 |
HARTNETT REYES-JONES, LLC5 years Service code 29 · EIN 43-1205253 | Legal | $44,395 |
MARQUETTE ASSOCIATES9+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
Filed as: GREENSFELDER, HEMKER & GALE Service code 29 · EIN 43-1313567 | Legal | $26,235 |
CHARLES L. CRANE AGENCY9+ years Service code 23 · EIN 43-1394059 | Insurance services; Investment manage... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,456 | $88,479+11.3% | $96,543+2.0% | $80,187+22.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 17.18% | 22.53%-5.4pp | 35.75%-18.6pp | 40.40%-23.2pp |
| Employer contribution / active EE | $7,218 | $4,177+72.8% | $3,741+93.0% | $2,980+142.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $188 | $211-11.2% | $6,737-97.2% | $145+29.4% |