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| Provider | Service type | Compensation |
|---|---|---|
ROOFERS LOCAL 102+ years Service code 14 · EIN 22-1446060 | Plan Administrator | $22,402 |
BRUNO, DIBELLO & CO., LLC2+ years Service code 10 · EIN 22-2414251 | Accounting | $14,300 |
ORANSKY SCARAGGI & BORG P.C.2+ years Filed as: ANDREW BORG ESQ. Service code 29 · EIN 22-2221479 | Legal | $13,973 |
Filed as: STONECREST CAPITAL MARKETS INC 56-1 Service code 53 | Insurance Commissions | $4,539 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Service code 53 · EIN 56-1943573 | 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 | $89,700 | $58,726+52.7% | $92,240-2.8% | $62,293+44.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 4.86% | 43.62%-38.8pp | 176.29%-171.4pp | 28.90%-24.0pp |
| Employer contribution / active EE | $5,883 | $2,392+146.0% | $3,680+59.9% | $2,042+188.1% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $407 | $556-26.8% | $5,194-92.2% | $479-15.0% |