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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,406 |
LUTZ & COMPANY, PC4 years Filed as: LUTZ Service code 10 · EIN 47-0625816 | Accounting | $26,600 |
RELATION INSURANCE SER1 year Service code 10 · EIN 26-1441726 | Accounting | $13,887 |
KUTAK ROCK LLP4 years Service code 29 · EIN 47-0597589 | Legal | $11,408 |
MARQUETTE ASSOCIATES2 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $6,490 |
PLUMBERS LOCAL 161 year Filed as: PLUMBERS LOCAL UNION NO. 16 Service code 13 · EIN 47-0822012 | Contract Administrator | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $96,741 | $77,788+24.4% | $119,126-18.8% | $64,728+49.5% |
| Participation rate | 52.5% | 69.4%-16.9pp | 75.8%-23.2pp | 57.9%-5.4pp |
| Annual return | 3.77% | 13.19%-9.4pp | 282.11%-278.3pp | 49.38%-45.6pp |
| Employer contribution / active EE | $0 | $4,031-100.0% | $4,034-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $2,745 | $2,599+5.6% | $5,318-48.4% | $2,729+0.6% |
| Admin fee / account holder | $292 | $1,365-78.6% | $10,693-97.3% | $1,145-74.5% |