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| Provider | Service type | Compensation |
|---|---|---|
ROOFERS LOCAL 103+ years Service code 14 · EIN 22-1446060 | Plan Administrator | $23,182 |
BRUNO, DIBELLO & CO., LLC3+ years Service code 10 · EIN 22-2414251 | Accounting | $15,585 |
ORANSKY SCARAGGI & BORG P.C.3+ years Filed as: ANDREW BORG ESQ. Service code 29 · EIN 22-2221479 | Legal | $13,645 |
Filed as: STONECREST CAPITAL MARKETS INC 56-1 Service code 53 | Insurance Commissions | $7,056 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $100 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,506 | $55,449+63.2% | $83,830+8.0% | $56,287+60.8% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 4.27% | -1.38%+5.6pp | 850.97%-846.7pp | -9.96%+14.2pp |
| Employer contribution / active EE | $6,840 | $2,430+181.4% | $3,631+88.4% | $2,111+224.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $470 | $656-28.4% | $5,479-91.4% | $521-9.8% |