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| Provider | Service type | Compensation |
|---|---|---|
ROOFERS LOCAL 101+ years Service code 14 · EIN 22-1446060 | Plan Administrator | $24,226 |
BRUNO, DIBELLO & CO., LLC1+ years Service code 10 · EIN 22-2414251 | Accounting | $13,900 |
ORANSKY SCARAGGI & BORG P.C.1+ years Filed as: ANDREW BORG ESQ. Service code 29 · EIN 22-2221479 | Legal | $12,743 |
ROYAL ALLIANCE ASSOCIATES INC1+ years Filed as: ROYAL ALLIANCE ASSOCIATES INC 93-09 Service code 53 | Insurance Commissions | $5,237 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $20 |
ROYAL ALLIANCE ASSOCIATES INC1+ years Service code 53 · EIN 93-0987232 | Insurance Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,638 | $52,884+58.2% | $84,753-1.3% | $55,167+51.6% |
| Participation rate | 99.4% | 67.5%+31.9pp | 76.6%+22.8pp | 69.0%+30.4pp |
| Annual return | 0.99% | 18.03%-17.0pp | 22.78%-21.8pp | 169.23%-168.2pp |
| Employer contribution / active EE | $6,445 | $2,233+188.6% | $3,574+80.3% | $1,963+228.4% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $444 | $581-23.6% | $5,333-91.7% | $504-11.9% |