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| 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 | $92,224+4.9% | $105,223-8.1% | $79,634+21.5% |
| Participation rate | 52.5% | 69.2%-16.6pp | 75.0%-22.5pp | 62.5%-9.9pp |
| Annual return | 3.77% | 88.65%-84.9pp | 180.65%-176.9pp | 36.46%-32.7pp |
| Employer contribution / active EE | $0 | $3,965-100.0% | $3,689-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $2,745 | $3,834-28.4% | $5,072-45.9% | $3,835-28.4% |
| Admin fee / account holder | $292 | $1,121-73.9% | $8,859-96.7% | $1,002-70.8% |